+12.5%
RIVN vs MCO
+9.9%
+2.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.9% | +0.9% | +3.8% |
| 7D | +20.5% | +10.7% | +9.8% | +15.8% |
| 30D | -3.7% | +17.9% | -21.6% | -10.0% |
| 3M | -10.8% | +9.5% | -20.3% | -14.1% |
| 6M | -3.1% | +18.1% | -21.2% | -10.2% |
| YTD | -28.7% | +4.1% | -32.8% | -31.6% |
| 1Y | +12.5% | +9.3% | +3.2% | +4.0% |
| All | +12.5% | +9.9% | +2.6% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1y: compounded portfolio wealth divided by compounded MCO 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…
1y analysis · Full analysis span regression · 6 months rolling