-86.1%
RIVN vs LII
+19.9%
-106.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +1.6% |
| 7D | +6.2% | -1.2% | +7.4% | +7.1% |
| 30D | +0.4% | -2.0% | +2.3% | +0.9% |
| 3M | -12.4% | -20.2% | +7.8% | 0.0% |
| 6M | -1.5% | -32.5% | +31.1% | +21.2% |
| YTD | -28.9% | -27.4% | -1.5% | -18.9% |
| 1Y | -8.0% | -28.2% | +20.2% | +5.6% |
| 3Y | -8.6% | -7.2% | -1.4% | -26.6% |
| All | -86.1% | +19.9% | -106.0% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling