-83.9%
RIVN vs CAG
-40.2%
-43.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.2% | +2.7% |
| 7D | +4.1% | -5.3% | +9.4% | +3.9% |
| 30D | +1.1% | +1.0% | +0.1% | +1.1% |
| 3M | -4.0% | +17.4% | -21.3% | -3.4% |
| 6M | +5.2% | -16.8% | +22.0% | +5.6% |
| YTD | -18.0% | -6.8% | -11.2% | -17.4% |
| 1Y | +15.6% | -15.4% | +31.0% | +16.7% |
| 3Y | -30.0% | -37.1% | +7.1% | -30.2% |
| All | -83.9% | -40.2% | -43.8% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling