-11.2%
LYFT vs XHB
+1.1%
-12.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.4% | -1.4% | -3.2% |
| 7D | +8.7% | +2.5% | +6.2% | +7.8% |
| 30D | +13.2% | +6.7% | +6.5% | +10.4% |
| 3M | +8.3% | -5.8% | +14.1% | +10.3% |
| 6M | +26.6% | +1.7% | +24.9% | +26.0% |
| YTD | -7.9% | +1.9% | -9.8% | -6.9% |
| 1Y | -11.2% | +0.9% | -12.0% | -9.7% |
| All | -11.2% | +1.1% | -12.3% | -9.7% |
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