+95.4%
CAT vs RIVN
+9.6%
+85.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +1.7% | -2.1% | +3.8% | +2.0% |
| 30D | -6.6% | +1.2% | -7.7% | -6.8% |
| 3M | -13.3% | -13.1% | -0.2% | -12.4% |
| 6M | +11.6% | +5.5% | +6.1% | +9.9% |
| YTD | +42.9% | -20.1% | +63.1% | +42.8% |
| 1Y | +95.4% | +14.9% | +80.5% | +85.3% |
| All | +95.4% | +9.6% | +85.8% | +85.3% |
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