-31.4%
RIVN vs LH
+56.3%
-87.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +1.9% |
| 7D | +0.9% | -7.4% | +8.3% | +3.7% |
| 30D | -1.9% | -4.6% | +2.7% | -0.2% |
| 3M | +8.7% | +14.5% | -5.8% | +3.9% |
| 6M | -3.0% | +14.8% | -17.8% | -7.4% |
| YTD | -18.6% | +23.3% | -41.8% | -24.1% |
| 1Y | +15.4% | +13.6% | +1.8% | +10.3% |
| All | -31.4% | +56.3% | -87.8% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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