-83.9%
RIVN vs CASY
+272.1%
-356.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.0% | +5.7% | +3.6% |
| 7D | +4.1% | -4.4% | +8.4% | +5.3% |
| 30D | +1.1% | -12.0% | +13.1% | +4.5% |
| 3M | -4.0% | -2.3% | -1.6% | -5.7% |
| 6M | +5.2% | +10.5% | -5.3% | -2.3% |
| YTD | -18.0% | +33.0% | -51.0% | -29.7% |
| 1Y | +15.6% | +41.1% | -25.6% | -4.1% |
| 3Y | -30.0% | +207.5% | -237.5% | -64.2% |
| All | -83.9% | +272.1% | -356.1% | -93.2% |
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