-41.9%
CMCSA vs RIVN
-85.0%
+43.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | -5.6% | +0.9% | -6.4% | -5.6% |
| 30D | -1.9% | -1.9% | 0.0% | -1.8% |
| 3M | +6.4% | +8.7% | -2.3% | +5.4% |
| 6M | -16.9% | -3.0% | -14.0% | -17.4% |
| YTD | -6.8% | -18.6% | +11.8% | -6.5% |
| 1Y | -15.9% | +15.4% | -31.3% | -18.3% |
| 3Y | -33.4% | -30.5% | -2.9% | -34.8% |
| All | -41.9% | -85.0% | +43.1% | -42.5% |
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