+107.2%
LITE vs RIVN
-12.4%
+119.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.4% | +3.3% | +5.3% |
| 7D | -35.9% | +11.9% | -47.9% | -36.9% |
| 30D | -51.5% | -5.1% | -46.4% | -50.9% |
| 3M | -35.7% | -11.5% | -24.2% | -34.3% |
| 6M | -43.0% | -6.0% | -37.0% | -41.8% |
| YTD | +46.1% | -30.9% | +77.1% | +57.9% |
| All | +107.2% | -12.4% | +119.7% | +126.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling