-86.5%
RIVN vs LDOS
+49.1%
-135.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.1% |
| 7D | +11.9% | -7.2% | +19.1% | +14.4% |
| 30D | -5.1% | +16.8% | -21.9% | -10.0% |
| 3M | -11.5% | -1.6% | -9.9% | -11.5% |
| 6M | -6.0% | -1.0% | -5.0% | -6.7% |
| YTD | -30.9% | -25.8% | -5.2% | -24.3% |
| 1Y | -10.6% | -31.1% | +20.5% | +0.7% |
| 3Y | -20.8% | +32.8% | -53.6% | -35.8% |
| All | -86.5% | +49.1% | -135.6% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 5y: compounded portfolio wealth divided by compounded LDOS 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…
5y analysis · Full analysis span regression · 6 months rolling