-28.5%
LYFT vs SOXQ
+49.6%
-78.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | +1.1% |
| 7D | -7.7% | +2.9% | -10.6% | -7.9% |
| 30D | +7.3% | -13.6% | +20.9% | +9.0% |
| 3M | -1.4% | -12.5% | +11.1% | -0.2% |
| 6M | +24.7% | -12.4% | +37.0% | +22.7% |
| YTD | -10.7% | +49.6% | -60.3% | -32.3% |
| 1Y | -28.5% | +52.0% | -80.5% | -47.1% |
| All | -28.5% | +49.6% | -78.1% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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