+1,172.1%
LITE vs RIVN
-24.4%
+1,196.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.4% | +3.3% | +5.1% |
| 7D | -35.9% | +11.9% | -47.9% | -37.8% |
| 30D | -51.5% | -5.1% | -46.4% | -51.1% |
| 3M | -35.7% | -11.5% | -24.2% | -34.3% |
| 6M | -43.0% | -6.0% | -37.0% | -43.2% |
| YTD | +46.1% | -30.9% | +77.1% | +55.1% |
| 1Y | +124.7% | -10.6% | +135.3% | +120.5% |
| 3Y | +1,172.1% | -20.8% | +1,192.8% | +1,082.9% |
| All | +1,172.1% | -24.4% | +1,196.5% | +1,082.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling