-19.6%
LYFT vs XLRE
+11.5%
-31.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.8% |
| 7D | +5.8% | +1.9% | +3.8% | +5.2% |
| 30D | +9.6% | +8.5% | +1.1% | +6.5% |
| 3M | +4.8% | -1.0% | +5.8% | +5.0% |
| 6M | +20.1% | 0.0% | +20.1% | +20.0% |
| YTD | -11.8% | +11.7% | -23.4% | -18.6% |
| 1Y | -19.6% | +11.8% | -31.4% | -26.1% |
| All | -19.6% | +11.5% | -31.0% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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