-84.4%
RIVN vs LII
+33.5%
-117.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.2% | -1.8% |
| 7D | -2.1% | -0.7% | -1.3% | -1.6% |
| 30D | +1.2% | -12.6% | +13.8% | +10.0% |
| 3M | -13.1% | -24.4% | +11.3% | +0.3% |
| 6M | +5.5% | -28.7% | +34.2% | +25.6% |
| YTD | -20.1% | -19.1% | -1.0% | -14.1% |
| 1Y | +14.9% | -29.7% | +44.6% | +35.5% |
| 3Y | -32.5% | +4.8% | -37.3% | -50.0% |
| All | -84.4% | +33.5% | -117.8% | -90.6% |
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