+10.9%
MDLZ vs RIVN
-85.3%
+96.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.3% |
| 7D | -1.7% | -2.1% | +0.3% | -1.7% |
| 30D | -2.1% | +1.2% | -3.3% | -2.2% |
| 3M | +1.3% | -13.1% | +14.5% | +1.4% |
| 6M | +6.2% | +5.5% | +0.7% | +5.6% |
| YTD | +15.8% | -20.1% | +35.9% | +15.9% |
| 1Y | +4.1% | +14.9% | -10.8% | +2.8% |
| 3Y | -4.1% | -32.5% | +28.4% | -4.9% |
| All | +10.9% | -85.3% | +96.1% | +8.9% |
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 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