-26.9%
RIVN vs LII
-28.0%
+1.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.7% | -5.2% |
| 7D | -3.7% | -0.2% | -3.5% | -3.6% |
| 30D | -4.3% | -0.6% | -3.7% | -4.3% |
| 3M | -19.6% | -17.0% | -2.7% | -15.6% |
| 6M | -8.2% | -31.1% | +22.9% | -0.3% |
| YTD | -35.1% | -27.7% | -7.4% | -31.0% |
| 1Y | -26.9% | -26.2% | -0.8% | -24.7% |
| All | -26.9% | -28.0% | +1.0% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling