-9.4%
CRM vs RIVN
+5.4%
-14.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.8% | -3.6% | +1.7% |
| 7D | -6.2% | +20.5% | -26.7% | -7.7% |
| 30D | -1.2% | -3.7% | +2.5% | -0.8% |
| 3M | +19.1% | -10.8% | +29.9% | +20.4% |
| 6M | +23.0% | -3.1% | +26.1% | +21.6% |
| YTD | -13.7% | -28.7% | +15.0% | -12.9% |
| All | -9.4% | +5.4% | -14.8% | -11.6% |
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 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