+14.8%
IVV vs LYFT
-6.2%
+21.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.4% | -10.8% | +0.4% |
| 7D | -0.7% | +14.7% | -15.4% | -2.1% |
| 30D | -1.0% | +19.1% | -20.2% | -2.9% |
| 3M | -0.3% | +12.0% | -12.3% | -1.7% |
| 6M | +7.4% | +33.3% | -25.9% | +3.7% |
| YTD | +13.4% | -3.3% | +16.6% | +11.3% |
| 1Y | +14.8% | -3.5% | +18.3% | +12.1% |
| All | +14.8% | -6.2% | +21.0% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling