+28.1%
XLP vs RIVN
-30.0%
+58.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -1.0% | -2.1% | +1.0% | -1.0% |
| 30D | -0.9% | +1.2% | -2.0% | -0.9% |
| 3M | +3.8% | -13.1% | +16.9% | +3.9% |
| 6M | -1.7% | +5.5% | -7.2% | -2.2% |
| YTD | +10.3% | -20.1% | +30.4% | +10.4% |
| 1Y | +7.8% | +14.9% | -7.1% | +6.6% |
| All | +28.1% | -30.0% | +58.2% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling