+45.7%
DUK vs LYFT
+39.4%
+6.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | +0.1% |
| 7D | -0.7% | -8.4% | +7.7% | -0.8% |
| 30D | -2.4% | -7.6% | +5.2% | -2.6% |
| 3M | -3.0% | +11.7% | -14.7% | -2.7% |
| 6M | -6.6% | +15.1% | -21.7% | -6.2% |
| YTD | +4.6% | -20.9% | +25.5% | +4.5% |
| 1Y | +1.2% | -16.4% | +17.6% | +1.2% |
| 3Y | +45.7% | +35.2% | +10.4% | +43.1% |
| All | +45.7% | +39.4% | +6.3% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling