-83.9%
RIVN vs LII
+31.6%
-115.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +3.6% |
| 7D | +4.1% | +2.1% | +2.0% | +2.6% |
| 30D | +1.1% | -12.4% | +13.5% | +9.7% |
| 3M | -4.0% | -24.8% | +20.8% | +11.0% |
| 6M | +5.2% | -25.2% | +30.4% | +20.9% |
| YTD | -18.0% | -20.3% | +2.3% | -11.0% |
| 1Y | +15.6% | -32.9% | +48.5% | +41.2% |
| 3Y | -30.0% | +2.0% | -32.0% | -46.9% |
| All | -83.9% | +31.6% | -115.6% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling