-89.0%
RIVN vs CASY
+265.4%
-354.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.7% |
| 7D | -3.7% | +5.8% | -9.5% | -5.1% |
| 30D | 0.0% | +10.7% | -10.7% | -2.8% |
| 3M | -17.2% | -13.9% | -3.4% | -14.5% |
| 6M | -3.8% | -18.4% | +14.6% | +0.4% |
| YTD | -31.3% | +29.6% | -60.9% | -41.0% |
| 1Y | -24.9% | +32.8% | -57.7% | -36.4% |
| 3Y | -12.1% | +162.3% | -174.3% | -50.1% |
| 5Y | -89.0% | +265.0% | -354.0% | -95.4% |
| All | -89.0% | +265.4% | -354.4% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling