+42.8%
LRCX vs RIVN
+8.5%
+34.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.8% | -9.8% | -5.4% |
| 7D | -12.8% | +20.5% | -33.2% | -17.1% |
| 30D | -36.0% | -3.7% | -32.3% | -35.4% |
| 3M | -30.2% | -10.8% | -19.5% | -28.4% |
| 6M | -14.2% | -3.1% | -11.1% | -13.9% |
| YTD | +29.7% | -28.7% | +58.4% | +35.9% |
| 1Y | +42.8% | +12.5% | +30.3% | +33.2% |
| All | +42.8% | +8.5% | +34.3% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling