+6.5%
CAT vs RIVN
-27.1%
+33.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.5% | +6.1% | +1.3% |
| 7D | +9.3% | -3.7% | +13.0% | +9.8% |
| 30D | -21.5% | -4.3% | -17.2% | -21.1% |
| 3M | -29.1% | -19.6% | -9.4% | -27.4% |
| 6M | -33.4% | -8.2% | -25.1% | -33.1% |
| YTD | +6.6% | -35.1% | +41.6% | +6.4% |
| 1Y | +6.5% | -26.9% | +33.5% | +8.2% |
| All | +6.5% | -27.1% | +33.6% | +8.2% |
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 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