+13.5%
MCD vs RIVN
-84.9%
+98.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | 0.0% |
| 7D | -2.0% | +4.1% | -6.1% | -2.1% |
| 30D | -6.1% | +1.1% | -7.2% | -6.2% |
| 3M | -7.3% | -4.0% | -3.3% | -7.4% |
| 6M | -20.9% | +5.2% | -26.1% | -21.4% |
| YTD | -14.7% | -18.0% | +3.3% | -14.5% |
| 1Y | -16.1% | +15.6% | -31.7% | -17.2% |
| 3Y | -1.5% | -30.0% | +28.5% | -2.6% |
| All | +13.5% | -84.9% | +98.4% | +14.5% |
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