-84.1%
RIVN vs CDW
-17.8%
-66.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.9% | -7.4% | +8.2% | +5.4% |
| 30D | -1.9% | +5.8% | -7.7% | -5.8% |
| 3M | +8.7% | +10.8% | -2.1% | -1.3% |
| 6M | -3.0% | +21.5% | -24.4% | -20.3% |
| YTD | -18.6% | +6.4% | -24.9% | -27.0% |
| 1Y | +15.4% | -14.8% | +30.2% | +22.2% |
| 3Y | -30.5% | -29.9% | -0.6% | -20.6% |
| All | -84.1% | -17.8% | -66.3% | -85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling