-3.5%
LYFT vs SRE
-7.5%
+4.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -2.9% | +15.3% | +11.5% |
| 7D | +14.7% | -2.1% | +16.8% | +14.0% |
| 30D | +19.1% | +6.1% | +13.1% | +20.8% |
| 3M | +12.0% | -3.5% | +15.5% | +10.5% |
| 6M | +33.3% | -10.8% | +44.1% | +29.5% |
| YTD | -3.3% | -4.0% | +0.7% | -5.8% |
| 1Y | -3.5% | -7.7% | +4.2% | -5.0% |
| All | -3.5% | -7.5% | +4.0% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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