+161.9%
XLE vs RIVN
-88.2%
+250.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.0% | +1.9% |
| 7D | -0.2% | -3.7% | +3.5% | -0.1% |
| 30D | -4.0% | 0.0% | -4.0% | -4.1% |
| 3M | +4.6% | -17.2% | +21.9% | +5.3% |
| 6M | +12.3% | -3.8% | +16.1% | +11.7% |
| YTD | +44.5% | -31.3% | +75.8% | +45.8% |
| 1Y | +42.4% | -24.9% | +67.3% | +42.6% |
| 3Y | +67.0% | -12.1% | +79.1% | +62.0% |
| 5Y | +161.9% | -89.0% | +250.9% | +167.3% |
| All | +161.9% | -88.2% | +250.1% | +167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling