-87.9%
RIVN vs CFG
+67.1%
-155.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.5% | -5.3% |
| 7D | -10.5% | +3.2% | -13.7% | -12.4% |
| 30D | -5.9% | +5.1% | -11.1% | -9.1% |
| 3M | -23.0% | -11.2% | -11.8% | -16.8% |
| 6M | -14.6% | +9.6% | -24.2% | -21.2% |
| YTD | -38.2% | +15.0% | -53.2% | -45.2% |
| 1Y | -25.7% | +29.9% | -55.5% | -39.8% |
| 3Y | -24.8% | +192.1% | -216.9% | -69.9% |
| 5Y | -90.6% | +62.3% | -152.9% | -93.7% |
| All | -87.9% | +67.1% | -155.0% | -92.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling