+10.9%
CMG vs RIVN
+8.5%
+2.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.8% | 0.0% | +5.4% |
| 7D | +22.5% | +20.5% | +2.0% | +20.9% |
| 30D | +14.1% | -3.7% | +17.8% | +14.3% |
| 3M | +4.1% | -10.8% | +14.9% | +4.7% |
| 6M | +10.1% | -3.1% | +13.2% | +8.9% |
| YTD | -4.9% | -28.7% | +23.8% | -5.3% |
| 1Y | +10.9% | +12.5% | -1.6% | +9.7% |
| All | +10.9% | +8.5% | +2.4% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling