+58.1%
CSX vs RIVN
-88.0%
+146.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.4% | +1.3% |
| 7D | +3.1% | -3.7% | +6.8% | +3.3% |
| 30D | +9.7% | -4.3% | +14.0% | +9.9% |
| 3M | +4.9% | -19.6% | +24.6% | +6.1% |
| 6M | +18.4% | -8.2% | +26.6% | +18.1% |
| YTD | +45.9% | -35.1% | +80.9% | +48.0% |
| 1Y | +50.0% | -26.9% | +76.9% | +50.7% |
| 3Y | +78.0% | -16.9% | +94.9% | +72.0% |
| 5Y | +59.2% | -90.2% | +149.3% | +61.1% |
| All | +58.1% | -88.0% | +146.1% | +61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling