+32.2%
CVS vs LYFT
-69.9%
+102.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.7% |
| 7D | -2.2% | -8.4% | +6.2% | -2.0% |
| 30D | -0.1% | -7.6% | +7.5% | 0.0% |
| 3M | -5.2% | +11.7% | -17.0% | -5.4% |
| 6M | +26.9% | +15.1% | +11.8% | +26.5% |
| YTD | +22.1% | -20.9% | +43.0% | +22.4% |
| 1Y | +30.8% | -16.4% | +47.2% | +30.9% |
| 3Y | +54.4% | +35.2% | +19.2% | +51.3% |
| All | +32.2% | -69.9% | +102.1% | +25.4% |
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