+27.1%
CCL vs RIVN
-88.6%
+115.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.5% | +0.8% |
| 7D | -1.2% | -10.5% | +9.3% | +1.6% |
| 30D | +13.1% | -5.9% | +19.1% | +14.8% |
| 3M | +3.4% | -23.0% | +26.4% | +9.8% |
| 6M | +18.7% | -14.6% | +33.4% | +20.6% |
| YTD | -2.3% | -38.2% | +35.9% | +6.2% |
| 1Y | +14.2% | -25.7% | +39.9% | +17.4% |
| 3Y | +133.6% | -24.8% | +158.3% | +113.9% |
| 5Y | +33.5% | -90.6% | +124.1% | +58.0% |
| All | +27.1% | -88.6% | +115.7% | +47.6% |
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