+52.3%
CSX vs RIVN
-86.9%
+139.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.2% | +2.6% |
| 7D | -2.2% | +6.2% | -8.4% | -2.6% |
| 30D | +6.8% | +0.4% | +6.5% | +6.7% |
| 3M | +0.7% | -12.4% | +13.1% | +1.3% |
| 6M | +13.3% | -1.5% | +14.7% | +12.5% |
| YTD | +40.5% | -28.9% | +69.4% | +41.9% |
| 1Y | +44.7% | -8.0% | +52.7% | +43.2% |
| 3Y | +74.5% | -8.6% | +83.1% | +67.7% |
| All | +52.3% | -86.9% | +139.2% | +54.5% |
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 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