-91.8%
RIVN vs CSGP
-62.5%
-29.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.9% | -7.7% | -6.3% |
| 7D | -10.5% | +1.3% | -11.8% | -11.2% |
| 30D | -5.9% | +2.8% | -8.8% | -8.8% |
| 3M | -23.0% | -6.3% | -16.7% | -22.2% |
| 6M | -14.6% | -3.2% | -11.5% | -17.6% |
| YTD | -38.2% | -54.0% | +15.8% | -8.6% |
| 1Y | -25.7% | -54.8% | +29.1% | +10.9% |
| 3Y | -24.8% | -60.6% | +35.8% | +15.1% |
| All | -91.8% | -62.5% | -29.4% | -86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling