-11.0%
RIVN vs PCG
-18.6%
+7.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | +3.1% | -0.5% | +3.5% | +3.2% |
| 30D | -1.9% | +0.8% | -2.6% | -2.1% |
| 3M | -16.4% | -22.0% | +5.6% | -11.6% |
| 6M | -3.7% | -17.1% | +13.4% | -1.0% |
| YTD | -30.5% | -16.9% | -13.6% | -28.4% |
| 1Y | -16.5% | -19.1% | +2.5% | -13.3% |
| 3Y | -11.0% | -19.4% | +8.4% | -5.5% |
| All | -11.0% | -18.6% | +7.5% | -5.5% |
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