-84.1%
RIVN vs CAG
-42.4%
-41.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.2% |
| 7D | +0.9% | -5.9% | +6.8% | +0.7% |
| 30D | -1.9% | -1.5% | -0.4% | -1.9% |
| 3M | +8.7% | +11.5% | -2.7% | +9.2% |
| 6M | -3.0% | -15.7% | +12.7% | -2.6% |
| YTD | -18.6% | -10.2% | -8.4% | -18.1% |
| 1Y | +15.4% | -18.1% | +33.4% | +16.3% |
| 3Y | -30.5% | -39.4% | +8.9% | -30.7% |
| All | -84.1% | -42.4% | -41.7% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 5y: compounded portfolio wealth divided by compounded CAG 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…
5y analysis · Full analysis span regression · 6 months rolling