+971.4%
LITE vs RIVN
-84.9%
+1,056.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +10.5% |
| 7D | +12.6% | +4.1% | +8.5% | +11.7% |
| 30D | +9.9% | +1.1% | +8.9% | +9.4% |
| 3M | +9.3% | -4.0% | +13.3% | +9.0% |
| 6M | +75.2% | +5.2% | +70.0% | +71.6% |
| YTD | +165.5% | -18.0% | +183.4% | +169.6% |
| 1Y | +555.0% | +15.6% | +539.4% | +513.8% |
| 3Y | +1,870.5% | -30.0% | +1,900.5% | +1,788.9% |
| All | +971.4% | -84.9% | +1,056.3% | +1,011.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling