+15.1%
LYFT vs SRE
-8.9%
+24.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +1.7% |
| 7D | -8.4% | -0.8% | -7.5% | -8.7% |
| 30D | -7.6% | -3.0% | -4.6% | -8.8% |
| 3M | +11.7% | -8.3% | +20.1% | +6.9% |
| 6M | +15.1% | -8.9% | +24.0% | +9.7% |
| All | +15.1% | -8.9% | +24.0% | +9.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling