-87.9%
RIVN vs CASY
+261.6%
-349.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.6% | -5.0% |
| 7D | -10.5% | +3.6% | -14.1% | -11.3% |
| 30D | -5.9% | +9.1% | -15.0% | -8.2% |
| 3M | -23.0% | -16.5% | -6.5% | -19.7% |
| 6M | -14.6% | -19.7% | +5.1% | -10.3% |
| YTD | -38.2% | +29.3% | -67.5% | -46.9% |
| 1Y | -25.7% | +33.1% | -58.8% | -37.2% |
| 3Y | -24.8% | +158.5% | -183.3% | -57.1% |
| 5Y | -90.6% | +266.7% | -357.3% | -96.0% |
| All | -87.9% | +261.6% | -349.5% | -94.9% |
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