-64.4%
ZTS vs RIVN
-85.0%
+20.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.7% | +1.8% | -5.6% | -3.9% |
| 30D | -0.8% | +0.6% | -1.4% | -0.9% |
| 3M | -9.7% | +3.2% | -12.9% | -10.6% |
| 6M | -38.4% | -3.7% | -34.7% | -38.8% |
| YTD | -41.1% | -18.7% | -22.4% | -40.9% |
| 1Y | -50.6% | +14.7% | -65.4% | -52.3% |
| 3Y | -59.1% | -31.5% | -27.6% | -60.3% |
| All | -64.4% | -85.0% | +20.6% | -63.8% |
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 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