-84.1%
RIVN vs CHRW
+79.2%
-163.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +2.5% | +4.1% | -1.5% | +0.8% |
| 30D | -2.3% | +1.9% | -4.2% | -3.3% |
| 3M | +1.7% | -21.2% | +22.9% | +10.8% |
| 6M | +0.9% | -16.7% | +17.5% | +6.4% |
| YTD | -18.8% | -5.4% | -13.4% | -20.1% |
| 1Y | +14.8% | +21.2% | -6.4% | -1.8% |
| 3Y | -30.7% | +86.5% | -117.2% | -56.3% |
| All | -84.1% | +79.2% | -163.3% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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