+20.7%
MCD vs RIVN
-88.6%
+109.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.2% | -0.5% |
| 7D | -1.6% | -10.5% | +8.9% | -1.3% |
| 30D | +14.1% | -5.9% | +20.1% | +14.3% |
| 3M | +0.6% | -23.0% | +23.6% | +1.3% |
| 6M | 0.0% | -14.6% | +14.7% | +0.1% |
| YTD | -9.3% | -38.2% | +28.9% | -8.4% |
| 1Y | -9.3% | -25.7% | +16.4% | -9.1% |
| 3Y | +8.6% | -24.8% | +33.4% | +7.1% |
| 5Y | +21.9% | -90.6% | +112.5% | +23.7% |
| All | +20.7% | -88.6% | +109.3% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling