-78.8%
LYFT vs DOC
-5.2%
-73.6%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -3.1% |
| 7D | -6.9% | 0.0% | -6.9% | -6.9% |
| 30D | +1.4% | +6.6% | -5.2% | -2.5% |
| 3M | +0.2% | -1.1% | +1.3% | +0.9% |
| 6M | +19.7% | +4.8% | +14.8% | +15.3% |
| YTD | -14.2% | +32.1% | -46.3% | -30.4% |
| 1Y | -32.4% | +21.9% | -54.3% | -42.2% |
| 3Y | +61.9% | +51.4% | +10.5% | +16.2% |
| 5Y | -68.6% | -21.2% | -47.5% | -65.1% |
| All | -78.8% | -5.2% | -73.6% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling