+84.2%
JNJ vs LYFT
-69.9%
+154.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.3% |
| 7D | -3.5% | -8.4% | +4.9% | -3.5% |
| 30D | +2.3% | -7.6% | +9.9% | +2.3% |
| 3M | +12.0% | +11.7% | +0.2% | +12.1% |
| 6M | +10.5% | +15.1% | -4.6% | +10.6% |
| YTD | +30.4% | -20.9% | +51.3% | +30.4% |
| 1Y | +52.1% | -16.4% | +68.5% | +52.1% |
| 3Y | +77.8% | +35.2% | +42.6% | +77.5% |
| All | +84.2% | -69.9% | +154.1% | +83.4% |
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