+192.2%
CDE vs RIVN
-85.0%
+277.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -3.1% | +1.8% | -4.9% | -3.5% |
| 30D | +9.5% | +0.6% | +8.8% | +9.3% |
| 3M | +25.5% | +3.2% | +22.3% | +24.2% |
| 6M | -7.9% | -3.7% | -4.2% | -7.7% |
| YTD | +15.6% | -18.7% | +34.2% | +18.4% |
| 1Y | +34.0% | +14.7% | +19.3% | +28.1% |
| 3Y | +791.9% | -31.5% | +823.4% | +771.9% |
| All | +192.2% | -85.0% | +277.2% | +210.6% |
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 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