+46.1%
XLC vs RIVN
-84.9%
+131.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.7% |
| 7D | +0.6% | +4.1% | -3.5% | +0.1% |
| 30D | +0.2% | +1.1% | -0.8% | 0.0% |
| 3M | +0.6% | -4.0% | +4.6% | +0.3% |
| 6M | -4.5% | +5.2% | -9.7% | -6.2% |
| YTD | -4.7% | -18.0% | +13.2% | -4.3% |
| 1Y | -1.7% | +15.6% | -17.2% | -6.0% |
| 3Y | +72.3% | -30.0% | +102.3% | +66.2% |
| All | +46.1% | -84.9% | +131.0% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling