-84.1%
RIVN vs CMS
+31.2%
-115.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +2.5% | +0.2% | +2.4% | +2.5% |
| 30D | -2.3% | -1.3% | -1.1% | -2.2% |
| 3M | +1.7% | -5.4% | +7.1% | +2.4% |
| 6M | +0.9% | -10.3% | +11.2% | +3.0% |
| YTD | -18.8% | -0.2% | -18.6% | -19.8% |
| 1Y | +14.8% | -0.9% | +15.7% | +13.4% |
| 3Y | -30.7% | +34.0% | -64.7% | -39.4% |
| All | -84.1% | +31.2% | -115.3% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 10y: compounded portfolio wealth divided by compounded CMS 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…
10y analysis · Full analysis span regression · 6 months rolling