-1.6%
XLY vs RIVN
-0.3%
-1.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.5% | +1.6% | -3.3% |
| 7D | +1.2% | +16.1% | -14.8% | -0.1% |
| 30D | +5.3% | -8.4% | +13.7% | +6.1% |
| 3M | -0.6% | -14.6% | +14.0% | +0.7% |
| 6M | +0.1% | -9.0% | +9.0% | -0.3% |
| YTD | -0.9% | -32.6% | +31.7% | +1.2% |
| 1Y | -1.6% | -13.8% | +12.2% | -3.5% |
| All | -1.6% | -0.3% | -1.3% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling