+215.5%
CAT vs RIVN
-88.6%
+304.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.0% | -0.4% |
| 7D | +7.4% | -10.5% | +17.9% | +8.5% |
| 30D | -19.7% | -5.9% | -13.7% | -19.3% |
| 3M | -29.6% | -23.0% | -6.6% | -28.0% |
| 6M | -33.2% | -14.6% | -18.6% | -32.7% |
| YTD | +5.7% | -38.2% | +43.9% | +8.8% |
| 1Y | +9.3% | -25.7% | +35.0% | +10.5% |
| 3Y | +158.3% | -24.8% | +183.1% | +152.5% |
| 5Y | +211.6% | -90.6% | +302.2% | +217.2% |
| All | +215.5% | -88.6% | +304.1% | +220.2% |
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