-3.5%
LYFT vs JBL
+20.8%
-24.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -4.8% | +17.3% | +12.7% |
| 7D | +14.7% | -11.1% | +25.8% | +15.7% |
| 30D | +19.1% | -14.1% | +33.2% | +20.6% |
| 3M | +12.0% | -23.9% | +36.0% | +14.9% |
| 6M | +33.3% | -24.1% | +57.4% | +34.2% |
| YTD | -3.3% | +13.5% | -16.7% | -16.1% |
| 1Y | -3.5% | +23.7% | -27.2% | -20.6% |
| All | -3.5% | +20.8% | -24.3% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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