-87.9%
RIVN vs LTH
+141.0%
-228.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.2% | -7.0% | -6.0% |
| 7D | -10.5% | -1.3% | -9.2% | -10.0% |
| 30D | -5.9% | +15.7% | -21.6% | -13.4% |
| 3M | -23.0% | +5.0% | -28.0% | -25.8% |
| 6M | -14.6% | +37.7% | -52.3% | -29.9% |
| YTD | -38.2% | +75.0% | -113.2% | -56.8% |
| 1Y | -25.7% | +82.6% | -108.3% | -49.4% |
| 3Y | -24.8% | +241.3% | -266.1% | -68.8% |
| 5Y | -90.6% | +135.4% | -226.1% | -95.7% |
| All | -87.9% | +141.0% | -228.9% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling