+35.2%
LYFT vs XRT
+41.2%
-5.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +0.4% |
| 7D | -8.4% | -3.2% | -5.2% | -4.9% |
| 30D | -7.6% | -4.5% | -3.1% | -2.7% |
| 3M | +11.7% | -3.1% | +14.8% | +15.8% |
| 6M | +15.1% | +4.2% | +10.9% | +9.0% |
| YTD | -20.9% | -0.1% | -20.8% | -21.3% |
| 1Y | -16.4% | -3.0% | -13.3% | -14.1% |
| 3Y | +35.2% | +41.8% | -6.6% | -24.1% |
| All | +35.2% | +41.2% | -5.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 3y: compounded portfolio wealth divided by compounded XRT 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…
3y analysis · Full analysis span regression · 6 months rolling