-16.4%
RIVN vs CDW
-14.3%
-2.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.9% |
| 7D | -3.7% | +2.6% | -6.3% | -4.5% |
| 30D | 0.0% | +20.4% | -20.4% | -6.5% |
| 3M | -17.2% | +28.5% | -45.7% | -24.9% |
| 6M | -3.8% | +70.6% | -74.4% | -23.1% |
| YTD | -31.3% | +29.1% | -60.4% | -39.8% |
| 1Y | -24.9% | +23.8% | -48.6% | -33.2% |
| All | -16.4% | -14.3% | -2.1% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling