+864.9%
LITE vs RIVN
-85.3%
+950.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.2% |
| 7D | -1.5% | -2.1% | +0.5% | -1.1% |
| 30D | +6.7% | +1.2% | +5.5% | +6.1% |
| 3M | -6.8% | -13.1% | +6.4% | -5.0% |
| 6M | +29.4% | +5.5% | +23.9% | +26.6% |
| YTD | +139.1% | -20.1% | +159.2% | +144.1% |
| 1Y | +521.0% | +14.9% | +506.1% | +482.7% |
| 3Y | +1,535.3% | -32.5% | +1,567.8% | +1,478.1% |
| All | +864.9% | -85.3% | +950.2% | +906.2% |
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