+60.6%
CDNS vs RIVN
-85.0%
+145.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -6.5% | +0.9% | -7.4% | -6.7% |
| 30D | -13.0% | -1.9% | -11.1% | -12.8% |
| 3M | -26.0% | +8.7% | -34.8% | -27.6% |
| 6M | -2.8% | -3.0% | +0.1% | -3.6% |
| YTD | -8.8% | -18.6% | +9.7% | -7.7% |
| 1Y | -15.8% | +15.4% | -31.2% | -20.2% |
| 3Y | +19.7% | -30.5% | +50.3% | +15.6% |
| All | +60.6% | -85.0% | +145.5% | +76.4% |
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