+119.3%
MO vs RIVN
-85.0%
+204.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | -2.4% | +2.5% | -4.9% | -2.4% |
| 30D | +3.6% | -2.3% | +5.9% | +3.6% |
| 3M | -3.7% | +1.7% | -5.5% | -3.7% |
| 6M | +4.5% | +0.9% | +3.7% | +4.5% |
| YTD | +21.5% | -18.8% | +40.3% | +21.6% |
| 1Y | +9.5% | +14.8% | -5.3% | +9.3% |
| 3Y | +93.6% | -30.7% | +124.3% | +92.8% |
| All | +119.3% | -85.0% | +204.3% | +110.9% |
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