-6.7%
LYFT vs CAG
-5.5%
-1.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +6.0% | +6.4% | +11.7% |
| 7D | +14.7% | +9.7% | +5.0% | +13.8% |
| 30D | +19.1% | +15.8% | +3.4% | +18.3% |
| 3M | +12.0% | +1.8% | +10.2% | +11.2% |
| 6M | +33.3% | +11.5% | +21.8% | +34.2% |
| YTD | -3.3% | -6.7% | +3.5% | -9.7% |
| All | -6.7% | -5.5% | -1.2% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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