+169.5%
XLE vs RIVN
-88.6%
+258.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.8% | +5.8% | +1.2% |
| 7D | +5.4% | -10.5% | +15.9% | +5.9% |
| 30D | -3.9% | -5.9% | +2.0% | -3.8% |
| 3M | +7.0% | -23.0% | +30.0% | +8.0% |
| 6M | +14.2% | -14.6% | +28.9% | +14.2% |
| YTD | +48.2% | -38.2% | +86.4% | +50.0% |
| 1Y | +47.7% | -25.7% | +73.4% | +47.7% |
| 3Y | +70.0% | -24.8% | +94.8% | +66.1% |
| 5Y | +169.1% | -90.6% | +259.8% | +174.9% |
| All | +169.5% | -88.6% | +258.1% | +173.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling