-66.9%
LYFT vs DOC
-24.5%
-42.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.2% |
| 7D | -5.5% | -1.5% | -4.1% | -4.7% |
| 30D | +1.5% | -4.8% | +6.2% | +4.2% |
| 3M | +18.4% | +6.9% | +11.5% | +13.7% |
| 6M | +20.8% | +20.7% | +0.1% | +6.6% |
| YTD | -13.7% | +34.1% | -47.8% | -29.1% |
| 1Y | -0.4% | +22.6% | -23.1% | -13.9% |
| 3Y | +35.5% | +20.8% | +14.7% | +13.5% |
| All | -66.9% | -24.5% | -42.4% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling