-4.6%
MDLZ vs RIVN
-31.9%
+27.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.3% |
| 7D | 0.0% | +2.5% | -2.6% | -0.1% |
| 30D | +1.4% | -2.3% | +3.8% | +1.5% |
| 3M | 0.0% | +1.7% | -1.7% | -0.3% |
| 6M | +9.1% | +0.9% | +8.3% | +8.7% |
| YTD | +17.9% | -18.8% | +36.7% | +18.0% |
| 1Y | +3.2% | +14.8% | -11.6% | +2.0% |
| All | -4.6% | -31.9% | +27.3% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling