+55.6%
XLF vs RIVN
-85.0%
+140.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.5% | +1.8% | -3.3% | -1.6% |
| 30D | -1.2% | +0.6% | -1.8% | -1.3% |
| 3M | +9.2% | +3.2% | +6.0% | +8.4% |
| 6M | +16.3% | -3.7% | +20.1% | +15.7% |
| YTD | +5.4% | -18.7% | +24.1% | +5.9% |
| 1Y | +7.6% | +14.7% | -7.1% | +4.4% |
| 3Y | +74.2% | -31.5% | +105.7% | +70.6% |
| All | +55.6% | -85.0% | +140.6% | +59.9% |
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