+1,284.2%
CLS vs RIVN
-31.9%
+1,316.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +20.1% | +2.5% | +17.6% | +19.6% |
| 30D | +6.0% | -2.3% | +8.4% | +6.4% |
| 3M | -10.3% | +1.7% | -12.0% | -11.1% |
| 6M | +24.5% | +0.9% | +23.7% | +23.9% |
| YTD | +12.9% | -18.8% | +31.6% | +14.7% |
| 1Y | +36.7% | +14.8% | +21.9% | +31.6% |
| All | +1,284.2% | -31.9% | +1,316.1% | +1,220.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling