+552.8%
LITE vs RIVN
-86.9%
+639.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.9% | +7.7% | +10.1% |
| 7D | -12.9% | +6.2% | -19.1% | -13.8% |
| 30D | -46.0% | +0.4% | -46.3% | -46.1% |
| 3M | -33.0% | -12.4% | -20.6% | -31.6% |
| 6M | -34.0% | -1.5% | -32.6% | -34.9% |
| YTD | +61.7% | -28.9% | +90.7% | +68.6% |
| 1Y | +148.3% | -8.0% | +156.3% | +143.1% |
| 3Y | +1,408.5% | -8.6% | +1,417.1% | +1,294.6% |
| All | +552.8% | -86.9% | +639.6% | +594.8% |
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