+2,783.2%
CLS vs RIVN
-85.0%
+2,868.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +5.0% | +0.9% | +4.1% | +4.8% |
| 30D | +4.8% | -1.9% | +6.7% | +5.0% |
| 3M | -10.4% | +8.7% | -19.1% | -12.2% |
| 6M | +20.8% | -3.0% | +23.8% | +20.9% |
| YTD | +10.0% | -18.6% | +28.6% | +12.2% |
| 1Y | +28.5% | +15.4% | +13.1% | +22.9% |
| 3Y | +1,292.2% | -30.5% | +1,322.7% | +1,255.9% |
| All | +2,783.2% | -85.0% | +2,868.1% | +2,897.6% |
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