+327.7%
CAT vs RIVN
-85.0%
+412.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +2.9% | +2.5% | +0.4% | +2.7% |
| 30D | -2.6% | -2.3% | -0.3% | -2.5% |
| 3M | -10.7% | +1.7% | -12.4% | -11.3% |
| 6M | +16.1% | +0.9% | +15.3% | +15.2% |
| YTD | +43.2% | -18.8% | +62.0% | +44.1% |
| 1Y | +96.8% | +14.8% | +82.0% | +90.8% |
| 3Y | +201.4% | -30.7% | +232.1% | +194.0% |
| All | +327.7% | -85.0% | +412.7% | +323.9% |
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