+78.3%
CSX vs RIVN
-20.7%
+98.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.2% | -0.5% |
| 7D | +6.0% | -10.5% | +16.5% | +6.4% |
| 30D | +7.8% | -5.9% | +13.8% | +8.0% |
| 3M | +4.1% | -23.0% | +27.1% | +5.0% |
| 6M | +17.9% | -14.6% | +32.6% | +18.0% |
| YTD | +44.9% | -38.2% | +83.1% | +46.6% |
| 1Y | +51.1% | -25.7% | +76.8% | +51.3% |
| 3Y | +78.3% | -24.8% | +103.0% | +74.9% |
| All | +78.3% | -20.7% | +98.9% | +74.9% |
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