-64.5%
ZTS vs RIVN
-85.0%
+20.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -4.5% | +0.9% | -5.4% | -4.6% |
| 30D | -3.3% | -1.9% | -1.4% | -3.2% |
| 3M | -9.7% | +8.7% | -18.5% | -11.0% |
| 6M | -38.8% | -3.0% | -35.9% | -39.3% |
| YTD | -41.2% | -18.6% | -22.6% | -41.0% |
| 1Y | -50.3% | +15.4% | -65.7% | -52.0% |
| 3Y | -59.1% | -30.5% | -28.6% | -60.4% |
| All | -64.5% | -85.0% | +20.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling