-30.8%
RIVN vs CART
+21.6%
-52.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | -2.1% | +1.0% | -3.1% | -2.3% |
| 30D | +1.2% | +12.6% | -11.5% | -2.4% |
| 3M | -13.1% | +23.1% | -36.3% | -18.4% |
| 6M | +5.5% | +39.5% | -34.0% | -5.7% |
| YTD | -20.1% | +13.5% | -33.7% | -24.6% |
| 1Y | +14.9% | +14.9% | 0.0% | +7.4% |
| All | -30.8% | +21.6% | -52.4% | -45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling