+14.9%
RIVN vs CDW
-5.0%
+19.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -2.1% | +3.2% | -5.2% | -2.9% |
| 30D | +1.2% | +9.3% | -8.1% | -1.6% |
| 3M | -13.1% | +9.8% | -22.9% | -16.3% |
| 6M | +5.5% | +23.3% | -17.8% | -4.6% |
| YTD | -20.1% | +13.7% | -33.8% | -25.0% |
| 1Y | +14.9% | -6.5% | +21.4% | +15.8% |
| All | +14.9% | -5.0% | +19.9% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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