-86.4%
RIVN vs PCG
+10.8%
-97.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.5% |
| 7D | +3.1% | -0.5% | +3.5% | +3.3% |
| 30D | -1.9% | +0.8% | -2.6% | -2.2% |
| 3M | -16.4% | -22.0% | +5.6% | -8.6% |
| 6M | -3.7% | -17.1% | +13.4% | +0.9% |
| YTD | -30.5% | -16.9% | -13.6% | -27.4% |
| 1Y | -16.5% | -19.1% | +2.5% | -11.6% |
| 3Y | -11.0% | -19.4% | +8.4% | -8.7% |
| 5Y | -86.4% | +9.0% | -95.4% | -89.2% |
| All | -86.4% | +10.8% | -97.2% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling