+33.0%
BLK vs LYFT
-69.9%
+103.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.4% |
| 7D | -3.3% | -8.4% | +5.1% | -2.2% |
| 30D | -6.5% | -7.6% | +1.1% | -5.6% |
| 3M | +6.7% | +11.7% | -5.0% | +5.0% |
| 6M | +14.7% | +15.1% | -0.4% | +12.2% |
| YTD | +2.5% | -20.9% | +23.4% | +4.7% |
| 1Y | -2.8% | -16.4% | +13.6% | -2.0% |
| 3Y | +65.9% | +35.2% | +30.6% | +49.8% |
| All | +33.0% | -69.9% | +103.0% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT 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 LYFT 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