+609.6%
LITE vs RIVN
-87.3%
+696.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.2% | +11.8% | +10.9% |
| 7D | +3.4% | -3.7% | +7.1% | +4.5% |
| 30D | -34.9% | 0.0% | -34.9% | -35.1% |
| 3M | -21.0% | -17.2% | -3.8% | -18.4% |
| 6M | -38.5% | -3.8% | -34.6% | -39.0% |
| YTD | +75.8% | -31.3% | +107.1% | +84.5% |
| 1Y | +156.7% | -24.9% | +181.5% | +162.6% |
| 3Y | +1,498.6% | -12.1% | +1,510.6% | +1,389.1% |
| 5Y | +610.9% | -89.0% | +699.9% | +662.2% |
| All | +609.6% | -87.3% | +696.9% | +660.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling