+12.3%
MCD vs RIVN
-85.0%
+97.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -2.5% | +0.9% | -3.4% | -2.6% |
| 30D | -7.0% | -1.9% | -5.1% | -7.0% |
| 3M | -9.8% | +8.7% | -18.5% | -10.2% |
| 6M | -21.8% | -3.0% | -18.8% | -22.0% |
| YTD | -15.6% | -18.6% | +3.0% | -15.4% |
| 1Y | -15.2% | +15.4% | -30.5% | -16.3% |
| 3Y | -2.6% | -30.5% | +28.0% | -3.6% |
| All | +12.3% | -85.0% | +97.3% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling