+74.0%
XLI vs RIVN
-85.0%
+159.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.7% | +1.8% | -3.5% | -1.8% |
| 30D | -7.3% | +0.6% | -7.9% | -7.4% |
| 3M | -1.3% | +3.2% | -4.5% | -2.1% |
| 6M | +2.2% | -3.7% | +6.0% | +1.7% |
| YTD | +11.7% | -18.7% | +30.4% | +12.2% |
| 1Y | +14.3% | +14.7% | -0.5% | +10.7% |
| 3Y | +70.3% | -31.5% | +101.9% | +66.5% |
| All | +74.0% | -85.0% | +159.0% | +78.3% |
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