-84.1%
RIVN vs LMT
+78.9%
-162.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.4% |
| 7D | +0.9% | -0.5% | +1.4% | +0.8% |
| 30D | -1.9% | -10.8% | +8.9% | -3.0% |
| 3M | +8.7% | +1.6% | +7.1% | +8.9% |
| 6M | -3.0% | -17.6% | +14.6% | -4.7% |
| YTD | -18.6% | +11.6% | -30.2% | -17.2% |
| 1Y | +15.4% | +17.2% | -1.9% | +17.8% |
| 3Y | -30.5% | +35.7% | -66.2% | -30.9% |
| All | -84.1% | +78.9% | -162.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling