-31.6%
RIVN vs CI
+4.5%
-36.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.1% |
| 7D | +2.5% | -1.1% | +3.6% | +2.6% |
| 30D | -2.3% | +0.5% | -2.8% | -2.4% |
| 3M | +1.7% | -5.2% | +6.9% | +2.1% |
| 6M | +0.9% | +4.3% | -3.5% | +0.2% |
| YTD | -18.8% | +2.8% | -21.6% | -19.1% |
| 1Y | +14.8% | -5.8% | +20.6% | +15.7% |
| All | -31.6% | +4.5% | -36.2% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling