-3.5%
LYFT vs Z
-54.2%
+50.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +9.4% | +3.0% | +7.9% |
| 7D | +14.7% | +10.2% | +4.5% | +9.6% |
| 30D | +19.1% | +23.7% | -4.5% | +7.6% |
| 3M | +12.0% | -6.6% | +18.6% | +14.4% |
| 6M | +33.3% | -23.0% | +56.3% | +47.8% |
| YTD | -3.3% | -50.3% | +47.1% | +24.3% |
| 1Y | -3.5% | -53.6% | +50.1% | +26.6% |
| All | -3.5% | -54.2% | +50.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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