-90.2%
RIVN vs CMS
+34.5%
-124.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.3% |
| 7D | -3.7% | -1.3% | -2.4% | -3.4% |
| 30D | -4.3% | +5.3% | -9.5% | -5.4% |
| 3M | -19.6% | -0.3% | -19.3% | -19.7% |
| 6M | -8.2% | -4.0% | -4.2% | -8.0% |
| YTD | -35.1% | +2.1% | -37.2% | -36.3% |
| 1Y | -26.9% | -4.7% | -22.2% | -26.6% |
| 3Y | -16.9% | +36.8% | -53.7% | -28.3% |
| 5Y | -90.2% | +34.9% | -125.0% | -91.8% |
| All | -90.2% | +34.5% | -124.6% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling