-70.4%
LYFT vs AU
+686.2%
-756.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -8.4% | -4.3% | -4.1% | -7.7% |
| 30D | -7.6% | +7.3% | -14.9% | -9.1% |
| 3M | +11.7% | +26.3% | -14.6% | +6.4% |
| 6M | +15.1% | +1.8% | +13.3% | +12.8% |
| YTD | -20.9% | +26.8% | -47.7% | -26.5% |
| 1Y | -16.4% | +66.7% | -83.1% | -26.8% |
| 3Y | +35.2% | +579.1% | -543.9% | -12.2% |
| All | -70.4% | +686.2% | -756.7% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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