-87.3%
RIVN vs CASY
+258.8%
-346.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.4% | -5.2% |
| 7D | -3.7% | +2.5% | -6.2% | -4.3% |
| 30D | -4.3% | +10.2% | -14.5% | -6.8% |
| 3M | -19.6% | -15.7% | -3.9% | -16.4% |
| 6M | -8.2% | -18.4% | +10.1% | -4.4% |
| YTD | -35.1% | +28.3% | -63.3% | -44.1% |
| 1Y | -26.9% | +32.6% | -59.5% | -38.2% |
| 3Y | -16.9% | +159.5% | -176.4% | -52.9% |
| 5Y | -90.2% | +263.9% | -354.1% | -95.8% |
| All | -87.3% | +258.8% | -346.1% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling