-20.9%
RIVN vs LTH
+234.6%
-255.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.2% | -1.3% | -4.2% |
| 7D | -3.7% | -4.6% | +0.9% | -2.2% |
| 30D | -4.3% | +14.8% | -19.1% | -8.7% |
| 3M | -19.6% | +3.9% | -23.6% | -21.0% |
| 6M | -8.2% | +35.5% | -43.7% | -18.6% |
| YTD | -35.1% | +71.3% | -106.4% | -48.1% |
| 1Y | -26.9% | +75.7% | -102.6% | -42.3% |
| All | -20.9% | +234.6% | -255.5% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling