+1,358.0%
LITE vs RIVN
-20.7%
+1,378.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.8% | +0.4% | -3.4% |
| 7D | +10.8% | -10.5% | +21.3% | +13.7% |
| 30D | -33.4% | -5.9% | -27.5% | -32.7% |
| 3M | -32.2% | -23.0% | -9.2% | -28.3% |
| 6M | -42.1% | -14.6% | -27.5% | -41.0% |
| YTD | +61.9% | -38.2% | +100.1% | +76.3% |
| 1Y | +163.0% | -25.7% | +188.7% | +170.6% |
| 3Y | +1,358.0% | -24.8% | +1,382.8% | +1,261.5% |
| All | +1,358.0% | -20.7% | +1,378.7% | +1,261.5% |
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