+12.5%
RIVN vs CB
+34.9%
-22.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.1% | +3.7% | +7.4% |
| 7D | +20.5% | +5.3% | +15.2% | +25.5% |
| 30D | -3.7% | +13.2% | -16.9% | +7.2% |
| 3M | -10.8% | +7.8% | -18.5% | -4.9% |
| 6M | -3.1% | +15.8% | -18.9% | +14.5% |
| YTD | -28.7% | +21.0% | -49.6% | -13.8% |
| 1Y | +12.5% | +32.2% | -19.7% | +55.8% |
| All | +12.5% | +34.9% | -22.4% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling