-20.9%
RIVN vs CSGP
-62.0%
+41.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.3% |
| 7D | -3.7% | -6.1% | +2.4% | -2.3% |
| 30D | -4.3% | +0.3% | -4.6% | -5.0% |
| 3M | -19.6% | -1.3% | -18.3% | -20.2% |
| 6M | -8.2% | -8.9% | +0.7% | -7.7% |
| YTD | -35.1% | -55.2% | +20.2% | -17.4% |
| 1Y | -26.9% | -56.4% | +29.4% | -6.1% |
| All | -20.9% | -62.0% | +41.1% | +3.6% |
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