+188.8%
CDE vs RIVN
-85.0%
+273.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -6.1% | +0.9% | -6.9% | -6.2% |
| 30D | +9.5% | -1.9% | +11.4% | +9.9% |
| 3M | +32.0% | +8.7% | +23.3% | +29.5% |
| 6M | -12.8% | -3.0% | -9.8% | -12.8% |
| YTD | +14.2% | -18.6% | +32.8% | +17.0% |
| 1Y | +36.3% | +15.4% | +20.9% | +30.1% |
| 3Y | +821.4% | -30.5% | +851.9% | +798.8% |
| All | +188.8% | -85.0% | +273.8% | +206.9% |
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