+25.2%
MCD vs RIVN
-87.2%
+112.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.3% |
| 7D | +7.3% | +3.1% | +4.2% | +7.2% |
| 30D | +20.0% | -1.9% | +21.8% | +20.0% |
| 3M | +3.8% | -16.4% | +20.2% | +4.3% |
| 6M | +3.8% | -3.7% | +7.4% | +3.4% |
| YTD | -5.9% | -30.5% | +24.6% | -5.3% |
| 1Y | -3.2% | -16.5% | +13.3% | -3.4% |
| 3Y | +13.3% | -11.0% | +24.3% | +11.1% |
| 5Y | +25.2% | -86.4% | +111.6% | +26.9% |
| All | +25.2% | -87.2% | +112.4% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling