+43.2%
XLP vs RIVN
-87.3%
+130.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.5% |
| 7D | -0.5% | -3.7% | +3.2% | -0.4% |
| 30D | +8.3% | 0.0% | +8.3% | +8.3% |
| 3M | +8.7% | -17.2% | +25.9% | +9.1% |
| 6M | +11.2% | -3.8% | +15.0% | +10.8% |
| YTD | +20.0% | -31.3% | +51.3% | +20.6% |
| 1Y | +21.3% | -24.9% | +46.2% | +21.5% |
| 3Y | +43.8% | -12.1% | +55.9% | +40.9% |
| 5Y | +43.3% | -89.0% | +132.3% | +44.5% |
| All | +43.2% | -87.3% | +130.5% | +44.2% |
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