-17.3%
MCD vs RIVN
+9.6%
-26.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | -2.8% | -2.1% | -0.8% | -2.8% |
| 30D | -6.0% | +1.2% | -7.2% | -6.1% |
| 3M | -5.6% | -13.1% | +7.6% | -5.7% |
| 6M | -21.9% | +5.5% | -27.3% | -22.3% |
| YTD | -14.7% | -20.1% | +5.4% | -13.8% |
| 1Y | -17.3% | +14.9% | -32.2% | -19.2% |
| All | -17.3% | +9.6% | -26.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 1y: compounded portfolio wealth divided by compounded RIVN 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…
1y analysis · Full analysis span regression · 6 months rolling