-32.7%
RIVN vs CSGP
-61.9%
+29.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.5% |
| 7D | -2.1% | -4.1% | +2.0% | -1.1% |
| 30D | +1.2% | +2.3% | -1.2% | +0.4% |
| 3M | -13.1% | -8.2% | -5.0% | -11.8% |
| 6M | +5.5% | -35.1% | +40.6% | +19.0% |
| YTD | -20.1% | -54.0% | +33.9% | +0.7% |
| 1Y | +14.9% | -65.3% | +80.2% | +63.3% |
| All | -32.7% | -61.9% | +29.2% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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