+218.2%
CAT vs RIVN
-88.0%
+306.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.5% | +6.1% | +1.1% |
| 7D | +9.3% | -3.7% | +13.0% | +9.7% |
| 30D | -21.5% | -4.3% | -17.2% | -21.2% |
| 3M | -29.1% | -19.6% | -9.4% | -27.8% |
| 6M | -33.4% | -8.2% | -25.1% | -33.3% |
| YTD | +6.6% | -35.1% | +41.6% | +9.3% |
| 1Y | +6.5% | -26.9% | +33.5% | +7.8% |
| 3Y | +162.7% | -16.9% | +179.6% | +154.7% |
| 5Y | +214.2% | -90.2% | +304.4% | +218.5% |
| All | +218.2% | -88.0% | +306.2% | +221.5% |
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