-84.1%
RIVN vs LII
+27.3%
-111.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.8% |
| 7D | +0.9% | -3.5% | +4.4% | +3.1% |
| 30D | -1.9% | -13.5% | +11.6% | +7.5% |
| 3M | +8.7% | -26.0% | +34.7% | +27.0% |
| 6M | -3.0% | -26.8% | +23.9% | +13.0% |
| YTD | -18.6% | -22.9% | +4.3% | -9.8% |
| 1Y | +15.4% | -32.6% | +48.0% | +39.7% |
| 3Y | -30.5% | -1.3% | -29.2% | -46.2% |
| All | -84.1% | +27.3% | -111.4% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling