-84.1%
RIVN vs LTH
+114.9%
-199.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +0.9% | -3.7% | +4.6% | +2.9% |
| 30D | -1.9% | -5.3% | +3.4% | +0.7% |
| 3M | +8.7% | +24.2% | -15.5% | -4.7% |
| 6M | -3.0% | +54.8% | -57.8% | -26.4% |
| YTD | -18.6% | +56.1% | -74.6% | -39.0% |
| 1Y | +15.4% | +45.5% | -30.2% | -10.7% |
| 3Y | -30.5% | +155.9% | -186.4% | -65.8% |
| All | -84.1% | +114.9% | -199.0% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling