-72.7%
LYFT vs SOXQ
+286.7%
-359.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.9% |
| 7D | -8.4% | +0.8% | -9.1% | -8.9% |
| 30D | -7.6% | -4.6% | -3.0% | -5.4% |
| 3M | +11.7% | -10.2% | +21.9% | +15.0% |
| 6M | +15.1% | +49.7% | -34.6% | -20.7% |
| YTD | -20.9% | +67.2% | -88.2% | -50.3% |
| 1Y | -16.4% | +98.0% | -114.4% | -54.4% |
| 3Y | +35.2% | +237.2% | -201.9% | -55.6% |
| 5Y | -69.4% | +261.3% | -330.7% | -90.5% |
| All | -72.7% | +286.7% | -359.4% | -91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling