+838.1%
CLS vs RIVN
-20.7%
+858.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.8% | -0.5% | -4.5% |
| 7D | +16.3% | -10.5% | +26.8% | +18.6% |
| 30D | -25.7% | -5.9% | -19.7% | -25.0% |
| 3M | -30.9% | -23.0% | -7.9% | -27.7% |
| 6M | -35.5% | -14.6% | -20.8% | -33.7% |
| YTD | -18.7% | -38.2% | +19.5% | -13.4% |
| 1Y | -17.9% | -25.7% | +7.8% | -15.0% |
| 3Y | +838.1% | -24.8% | +862.9% | +843.9% |
| All | +838.1% | -20.7% | +858.7% | +843.9% |
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 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