-24.8%
RIVN vs CART
+135.4%
-160.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -5.0% |
| 7D | -10.5% | +1.3% | -11.8% | -10.8% |
| 30D | -5.9% | +19.2% | -25.1% | -10.2% |
| 3M | -23.0% | +17.6% | -40.6% | -26.4% |
| 6M | -14.6% | +47.4% | -62.0% | -23.5% |
| YTD | -38.2% | +30.9% | -69.1% | -43.8% |
| 1Y | -25.7% | +46.0% | -71.7% | -34.2% |
| 3Y | -24.8% | +130.3% | -155.1% | -47.9% |
| All | -24.8% | +135.4% | -160.2% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling