+11.8%
CRM vs RIVN
-31.8%
+43.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.0% |
| 7D | -4.4% | +1.8% | -6.3% | -4.6% |
| 30D | +28.1% | +0.6% | +27.5% | +28.1% |
| 3M | +48.8% | +3.2% | +45.7% | +47.6% |
| 6M | +28.3% | -3.7% | +32.0% | +27.5% |
| YTD | -6.0% | -18.7% | +12.7% | -5.7% |
| 1Y | +1.4% | +14.7% | -13.3% | -1.3% |
| 3Y | +11.8% | -31.5% | +43.4% | +10.2% |
| All | +11.8% | -31.8% | +43.6% | +10.2% |
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