-0.4%
LYFT vs XHB
-9.3%
+8.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.5% |
| 7D | -5.5% | -1.3% | -4.2% | -5.1% |
| 30D | +1.5% | -6.9% | +8.3% | +3.7% |
| 3M | +18.4% | -1.3% | +19.7% | +19.1% |
| 6M | +20.8% | -6.8% | +27.6% | +23.1% |
| YTD | -13.7% | +0.7% | -14.4% | -12.4% |
| 1Y | -0.4% | -11.2% | +10.8% | -6.0% |
| All | -0.4% | -9.3% | +8.8% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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