+45.8%
XLU vs RIVN
-85.0%
+130.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.6% | +1.8% | -3.4% | -1.7% |
| 30D | -3.3% | +0.6% | -3.9% | -3.4% |
| 3M | -3.2% | +3.2% | -6.3% | -3.5% |
| 6M | -7.0% | -3.7% | -3.2% | -7.3% |
| YTD | +0.6% | -18.7% | +19.3% | +0.7% |
| 1Y | +2.4% | +14.7% | -12.3% | +0.8% |
| 3Y | +46.3% | -31.5% | +77.8% | +44.2% |
| All | +45.8% | -85.0% | +130.7% | +45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling