-84.1%
RIVN vs CHD
+11.1%
-95.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.8% | -4.5% | +6.3% | +1.7% |
| 30D | +0.6% | -6.7% | +7.3% | +0.5% |
| 3M | +3.2% | -2.7% | +5.9% | +3.1% |
| 6M | -3.7% | -4.9% | +1.2% | -3.6% |
| YTD | -18.7% | +13.3% | -32.0% | -19.1% |
| 1Y | +14.7% | +1.0% | +13.7% | +14.6% |
| 3Y | -31.5% | +1.3% | -32.9% | -33.2% |
| All | -84.1% | +11.1% | -95.2% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 5y: compounded portfolio wealth divided by compounded CHD 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…
5y analysis · Full analysis span regression · 6 months rolling