+14.7%
RIVN vs CLX
-25.9%
+40.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +1.8% | -5.7% | +7.5% | +1.9% |
| 30D | +0.6% | -17.0% | +17.6% | +0.6% |
| 3M | +3.2% | -9.7% | +12.8% | +3.4% |
| 6M | -3.7% | -19.8% | +16.1% | -2.6% |
| YTD | -18.7% | -9.8% | -8.8% | -12.1% |
| 1Y | +14.7% | -26.2% | +40.9% | +24.2% |
| All | +14.7% | -25.9% | +40.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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