+447.9%
LRCX vs RIVN
-85.0%
+532.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +9.5% | +2.5% | +7.0% | +8.9% |
| 30D | +3.1% | -2.3% | +5.4% | +3.4% |
| 3M | -3.4% | +1.7% | -5.1% | -4.7% |
| 6M | +49.7% | +0.9% | +48.8% | +47.9% |
| YTD | +84.9% | -18.8% | +103.7% | +89.1% |
| 1Y | +200.8% | +14.8% | +186.0% | +181.6% |
| 3Y | +385.1% | -30.7% | +415.8% | +366.5% |
| All | +447.9% | -85.0% | +532.9% | +539.8% |
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