+30.7%
XLP vs RIVN
-84.9%
+115.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -0.7% |
| 7D | -1.4% | +4.1% | -5.5% | -1.5% |
| 30D | -1.3% | +1.1% | -2.4% | -1.3% |
| 3M | +1.8% | -4.0% | +5.8% | +1.7% |
| 6M | -0.8% | +5.2% | -6.0% | -1.3% |
| YTD | +9.5% | -18.0% | +27.5% | +9.6% |
| 1Y | +7.2% | +15.6% | -8.4% | +5.8% |
| 3Y | +27.1% | -30.0% | +57.1% | +25.7% |
| All | +30.7% | -84.9% | +115.6% | +31.1% |
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