+44.8%
XLP vs RIVN
-20.7%
+65.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.8% | +6.3% | +1.5% |
| 7D | +2.5% | -10.5% | +13.0% | +2.6% |
| 30D | +7.3% | -5.9% | +13.3% | +7.4% |
| 3M | +8.1% | -23.0% | +31.1% | +8.3% |
| 6M | +10.5% | -14.6% | +25.1% | +10.3% |
| YTD | +21.2% | -38.2% | +59.4% | +21.6% |
| 1Y | +22.7% | -25.7% | +48.4% | +22.5% |
| 3Y | +44.8% | -24.8% | +69.6% | +41.9% |
| All | +44.8% | -20.7% | +65.5% | +41.9% |
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 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