-78.2%
LYFT vs DOC
-4.5%
-73.6%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.6% |
| 7D | +5.8% | +6.5% | -0.7% | +1.8% |
| 30D | +9.6% | +9.2% | +0.4% | +3.8% |
| 3M | +4.8% | -2.5% | +7.3% | +6.5% |
| 6M | +20.1% | +7.1% | +13.0% | +14.2% |
| YTD | -11.8% | +33.0% | -44.8% | -28.7% |
| 1Y | -19.6% | +23.3% | -42.8% | -31.7% |
| 3Y | +62.3% | +44.9% | +17.4% | +20.1% |
| 5Y | -68.1% | -21.6% | -46.5% | -64.4% |
| All | -78.2% | -4.5% | -73.6% | -79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling