-70.4%
LYFT vs SONY
+9.6%
-80.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +0.9% |
| 7D | -8.4% | -2.7% | -5.7% | -6.7% |
| 30D | -7.6% | +1.5% | -9.1% | -8.5% |
| 3M | +11.7% | +13.0% | -1.3% | +2.6% |
| 6M | +15.1% | +11.2% | +3.9% | +5.7% |
| YTD | -20.9% | -6.6% | -14.3% | -18.0% |
| 1Y | -16.4% | -18.1% | +1.7% | -5.7% |
| 3Y | +35.2% | +42.1% | -6.9% | -5.1% |
| All | -70.4% | +9.6% | -80.1% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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