-7.1%
CMG vs RIVN
-31.8%
+24.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -2.1% | +1.8% | -3.9% | -2.2% |
| 30D | +10.9% | +0.6% | +10.3% | +10.8% |
| 3M | +15.8% | +3.2% | +12.7% | +15.1% |
| 6M | +6.9% | -3.7% | +10.7% | +6.4% |
| YTD | -2.2% | -18.7% | +16.5% | -2.0% |
| 1Y | -7.1% | +14.7% | -21.8% | -9.5% |
| 3Y | -7.1% | -31.5% | +24.4% | -10.5% |
| All | -7.1% | -31.8% | +24.7% | -10.5% |
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 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