-70.4%
LYFT vs OTIS
-17.8%
-52.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.8% |
| 7D | -8.4% | -3.0% | -5.4% | -6.5% |
| 30D | -7.6% | -6.0% | -1.6% | -3.7% |
| 3M | +11.7% | -0.9% | +12.6% | +12.2% |
| 6M | +15.1% | -17.3% | +32.4% | +30.2% |
| YTD | -20.9% | -19.6% | -1.3% | -9.4% |
| 1Y | -16.4% | -21.0% | +4.6% | -3.3% |
| 3Y | +35.2% | -12.1% | +47.3% | +39.3% |
| All | -70.4% | -17.8% | -52.7% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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