+12.5%
RIVN vs CI
+21.2%
-8.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.4% | +2.4% | +6.1% |
| 7D | +20.5% | +3.5% | +17.0% | +20.9% |
| 30D | -3.7% | +12.6% | -16.3% | -2.6% |
| 3M | -10.8% | +12.1% | -22.8% | -9.7% |
| 6M | -3.1% | +10.6% | -13.7% | -1.8% |
| YTD | -28.7% | +12.8% | -41.5% | -25.5% |
| 1Y | +12.5% | +18.0% | -5.5% | +21.7% |
| All | +12.5% | +21.2% | -8.7% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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