+12.5%
RIVN vs CFG
+34.2%
-21.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.4% | +3.4% | +4.7% |
| 7D | +20.5% | +1.8% | +18.7% | +19.5% |
| 30D | -3.7% | +3.3% | -7.0% | -5.2% |
| 3M | -10.8% | -9.8% | -0.9% | -6.9% |
| 6M | -3.1% | +5.2% | -8.3% | -8.1% |
| YTD | -28.7% | +16.1% | -44.8% | -36.7% |
| 1Y | +12.5% | +33.7% | -21.2% | -13.3% |
| All | +12.5% | +34.2% | -21.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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