-25.7%
RIVN vs CB
+28.5%
-54.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -5.9% | -4.0% |
| 7D | -10.5% | +2.9% | -13.4% | -8.4% |
| 30D | -5.9% | +7.3% | -13.3% | -0.1% |
| 3M | -23.0% | +9.4% | -32.4% | -16.8% |
| 6M | -14.6% | +19.6% | -34.3% | +3.2% |
| YTD | -38.2% | +21.5% | -59.7% | -26.1% |
| 1Y | -25.7% | +28.0% | -53.7% | -8.3% |
| All | -25.7% | +28.5% | -54.2% | -8.3% |
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