+20.4%
CVS vs RIVN
-85.0%
+105.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | -1.9% | +2.5% | -4.4% | -2.0% |
| 30D | -0.3% | -2.3% | +2.0% | -0.3% |
| 3M | -1.1% | +1.7% | -2.9% | -1.4% |
| 6M | +23.7% | +0.9% | +22.9% | +23.1% |
| YTD | +23.0% | -18.8% | +41.8% | +23.1% |
| 1Y | +37.2% | +14.8% | +22.3% | +35.4% |
| 3Y | +62.4% | -30.7% | +93.2% | +60.6% |
| All | +20.4% | -85.0% | +105.4% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling