-3.5%
LYFT vs BAX
+46.0%
-49.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +4.0% | +8.5% | +11.3% |
| 7D | +14.7% | +4.1% | +10.6% | +13.3% |
| 30D | +19.1% | +9.4% | +9.7% | +16.2% |
| 3M | +12.0% | -6.5% | +18.5% | +13.6% |
| 6M | +33.3% | +59.6% | -26.3% | +20.8% |
| YTD | -3.3% | +38.9% | -42.1% | -10.1% |
| 1Y | -3.5% | +48.0% | -51.5% | -13.0% |
| All | -3.5% | +46.0% | -49.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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