+55.4%
CVS vs RIVN
-31.7%
+87.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.0% | +0.9% | -2.8% | -2.0% |
| 30D | +1.9% | -1.9% | +3.8% | +1.9% |
| 3M | -2.2% | +8.7% | -10.9% | -2.7% |
| 6M | +26.7% | -3.0% | +29.7% | +26.3% |
| YTD | +22.9% | -18.6% | +41.4% | +23.0% |
| 1Y | +32.9% | +15.4% | +17.5% | +31.1% |
| All | +55.4% | -31.7% | +87.1% | +51.7% |
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