+116.4%
CSCO vs RIVN
-85.0%
+201.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.3% |
| 7D | 0.0% | +2.5% | -2.6% | -0.2% |
| 30D | -10.7% | -2.3% | -8.4% | -10.6% |
| 3M | -8.7% | +1.7% | -10.5% | -9.3% |
| 6M | +44.9% | +0.9% | +44.1% | +43.9% |
| YTD | +44.1% | -18.8% | +62.9% | +44.8% |
| 1Y | +65.9% | +14.8% | +51.1% | +61.9% |
| 3Y | +109.0% | -30.7% | +139.7% | +105.1% |
| All | +116.4% | -85.0% | +201.4% | +120.2% |
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 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