-84.1%
RIVN vs CI
+40.9%
-125.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.2% |
| 7D | +2.5% | -1.1% | +3.6% | +2.7% |
| 30D | -2.3% | +0.5% | -2.8% | -2.5% |
| 3M | +1.7% | -5.2% | +6.9% | +2.5% |
| 6M | +0.9% | +4.3% | -3.5% | -0.5% |
| YTD | -18.8% | +2.8% | -21.6% | -19.6% |
| 1Y | +14.8% | -5.8% | +20.6% | +15.3% |
| 3Y | -30.7% | +4.7% | -35.5% | -33.8% |
| All | -84.1% | +40.9% | -125.1% | -86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling