+1.7%
CCL vs RIVN
-85.3%
+86.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | -5.0% | -2.1% | -3.0% | -4.6% |
| 30D | -20.3% | +1.2% | -21.5% | -20.8% |
| 3M | -15.1% | -13.1% | -2.0% | -13.7% |
| 6M | -15.1% | +5.5% | -20.6% | -18.1% |
| YTD | -21.8% | -20.1% | -1.6% | -20.1% |
| 1Y | -24.8% | +14.9% | -39.7% | -31.4% |
| 3Y | +51.9% | -32.5% | +84.3% | +43.8% |
| All | +1.7% | -85.3% | +86.9% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling