-30.0%
RIVN vs PCG
-10.8%
-19.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.6% | -0.9% | +1.8% |
| 7D | +4.1% | +5.4% | -1.3% | +2.7% |
| 30D | +1.1% | -15.1% | +16.2% | +4.7% |
| 3M | -4.0% | -9.8% | +5.8% | -2.8% |
| 6M | +5.2% | -18.0% | +23.2% | +10.0% |
| YTD | -18.0% | -7.2% | -10.7% | -17.7% |
| 1Y | +15.6% | +2.9% | +12.7% | +11.5% |
| 3Y | -30.0% | -11.1% | -18.9% | -31.5% |
| All | -30.0% | -10.8% | -19.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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