-84.1%
RIVN vs CMI
+164.7%
-248.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -1.0% |
| 7D | +1.8% | -0.7% | +2.6% | +2.4% |
| 30D | +0.6% | -12.4% | +13.0% | +10.6% |
| 3M | +3.2% | -14.8% | +17.9% | +14.2% |
| 6M | -3.7% | +0.8% | -4.5% | -7.9% |
| YTD | -18.7% | +10.2% | -28.9% | -28.7% |
| 1Y | +14.7% | +37.4% | -22.7% | -17.9% |
| 3Y | -31.5% | +153.3% | -184.8% | -73.2% |
| All | -84.1% | +164.7% | -248.8% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 all: compounded portfolio wealth divided by compounded CMI 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…
all analysis · Full analysis span regression · 6 months rolling