+15.6%
RIVN vs CART
+5.2%
+10.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.0% | +8.7% | +4.5% |
| 7D | +4.1% | -4.1% | +8.2% | +5.2% |
| 30D | +1.1% | -4.3% | +5.4% | +2.1% |
| 3M | -4.0% | +13.1% | -17.1% | -8.1% |
| 6M | +5.2% | +26.0% | -20.8% | -4.5% |
| YTD | -18.0% | +6.7% | -24.7% | -24.8% |
| 1Y | +15.6% | +6.3% | +9.3% | +2.6% |
| All | +15.6% | +5.2% | +10.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling