-24.9%
RIVN vs CB
+29.2%
-54.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -0.9% |
| 7D | -3.7% | -1.0% | -2.7% | -4.4% |
| 30D | 0.0% | +7.3% | -7.3% | +6.3% |
| 3M | -17.2% | +7.0% | -24.3% | -12.2% |
| 6M | -3.8% | +16.3% | -20.2% | +14.0% |
| YTD | -31.3% | +19.7% | -51.0% | -18.6% |
| 1Y | -24.9% | +27.8% | -52.7% | -5.8% |
| All | -24.9% | +29.2% | -54.1% | -5.8% |
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