-84.1%
RIVN vs LTH
+116.3%
-200.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.1% |
| 7D | +2.5% | -4.0% | +6.5% | +4.7% |
| 30D | -2.3% | -1.7% | -0.7% | -1.8% |
| 3M | +1.7% | +28.0% | -26.2% | -12.3% |
| 6M | +0.9% | +54.1% | -53.2% | -23.3% |
| YTD | -18.8% | +57.1% | -75.9% | -39.4% |
| 1Y | +14.8% | +45.8% | -31.0% | -11.2% |
| 3Y | -30.7% | +157.6% | -188.3% | -66.0% |
| All | -84.1% | +116.3% | -200.4% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling