-31.5%
RIVN vs CLX
-36.5%
+4.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +1.8% | -5.7% | +7.5% | +3.1% |
| 30D | +0.6% | -17.0% | +17.6% | +4.7% |
| 3M | +3.2% | -9.7% | +12.8% | +5.3% |
| 6M | -3.7% | -19.8% | +16.1% | +1.7% |
| YTD | -18.7% | -9.8% | -8.8% | -17.0% |
| 1Y | +14.7% | -26.2% | +40.9% | +25.6% |
| 3Y | -31.5% | -36.2% | +4.7% | +12.3% |
| All | -31.5% | -36.5% | +4.9% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling