-31.5%
RIVN vs MCO
+42.6%
-74.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -1.0% |
| 7D | +1.8% | -3.8% | +5.6% | +3.9% |
| 30D | +0.6% | -0.4% | +1.0% | +0.7% |
| 3M | +3.2% | +7.7% | -4.6% | -1.5% |
| 6M | -3.7% | +7.0% | -10.7% | -8.0% |
| YTD | -18.7% | -6.4% | -12.3% | -17.0% |
| 1Y | +14.7% | -7.6% | +22.4% | +17.7% |
| 3Y | -31.5% | +43.2% | -74.8% | -52.8% |
| All | -31.5% | +42.6% | -74.1% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling