+331.3%
CAT vs RIVN
-84.9%
+416.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.8% |
| 7D | +5.6% | +4.1% | +1.5% | +5.2% |
| 30D | -2.3% | +1.1% | -3.4% | -2.5% |
| 3M | -10.0% | -4.0% | -6.0% | -10.2% |
| 6M | +21.2% | +5.2% | +16.0% | +19.8% |
| YTD | +44.4% | -18.0% | +62.4% | +45.2% |
| 1Y | +96.3% | +15.6% | +80.7% | +90.1% |
| 3Y | +203.9% | -30.0% | +233.9% | +196.3% |
| All | +331.3% | -84.9% | +416.2% | +327.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling