-31.5%
RIVN vs CGNX
+49.8%
-81.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.1% | -4.2% | -1.4% |
| 7D | +1.8% | +3.2% | -1.3% | +0.8% |
| 30D | +0.6% | +6.0% | -5.4% | -1.6% |
| 3M | +3.2% | +3.5% | -0.4% | +1.5% |
| 6M | -3.7% | +26.3% | -30.0% | -10.9% |
| YTD | -18.7% | +79.2% | -97.9% | -35.5% |
| 1Y | +14.7% | +43.8% | -29.0% | -1.1% |
| 3Y | -31.5% | +52.0% | -83.5% | -47.3% |
| All | -31.5% | +49.8% | -81.3% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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