-84.1%
RIVN vs LMT
+76.9%
-161.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.2% |
| 7D | +1.8% | -0.2% | +2.0% | +1.8% |
| 30D | +0.6% | -13.1% | +13.7% | -0.8% |
| 3M | +3.2% | -3.9% | +7.0% | +2.8% |
| 6M | -3.7% | -18.3% | +14.5% | -5.5% |
| YTD | -18.7% | +10.3% | -29.0% | -17.4% |
| 1Y | +14.7% | +14.2% | +0.5% | +16.9% |
| 3Y | -31.5% | +35.0% | -66.5% | -32.0% |
| All | -84.1% | +76.9% | -161.0% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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