+361.6%
LRCX vs RIVN
-31.8%
+393.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.1% | +1.8% | -4.9% | -3.4% |
| 30D | -8.6% | +0.6% | -9.2% | -8.8% |
| 3M | -17.7% | +3.2% | -20.8% | -18.7% |
| 6M | +36.4% | -3.7% | +40.1% | +36.1% |
| YTD | +74.5% | -18.7% | +93.2% | +77.5% |
| 1Y | +159.4% | +14.7% | +144.7% | +147.5% |
| 3Y | +361.6% | -31.5% | +393.1% | +349.6% |
| All | +361.6% | -31.8% | +393.4% | +349.6% |
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