-84.4%
RIVN vs CB
+87.9%
-172.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.8% |
| 7D | -2.1% | +0.5% | -2.5% | -2.1% |
| 30D | +1.2% | -3.1% | +4.3% | +1.6% |
| 3M | -13.1% | +9.0% | -22.1% | -14.9% |
| 6M | +5.5% | +2.9% | +2.6% | +4.5% |
| YTD | -20.1% | +10.1% | -30.2% | -22.7% |
| 1Y | +14.9% | +22.8% | -7.9% | +7.0% |
| 3Y | -32.5% | +73.8% | -106.3% | -49.4% |
| All | -84.4% | +87.9% | -172.3% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling