-40.1%
RIVN vs CART
+38.4%
-78.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.3% |
| 7D | +11.9% | +3.0% | +9.0% | +11.2% |
| 30D | -5.1% | +28.6% | -33.6% | -11.8% |
| 3M | -11.5% | +29.1% | -40.6% | -18.2% |
| 6M | -6.0% | +44.7% | -50.7% | -16.4% |
| YTD | -30.9% | +29.2% | -60.2% | -37.4% |
| 1Y | -10.6% | +66.2% | -76.7% | -24.4% |
| 3Y | -20.8% | +112.8% | -133.6% | -45.5% |
| All | -40.1% | +38.4% | -78.5% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling