-70.4%
LYFT vs Z
-64.7%
-5.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | -0.2% |
| 7D | -8.4% | -6.0% | -2.3% | -5.3% |
| 30D | -7.6% | -2.3% | -5.3% | -6.9% |
| 3M | +11.7% | -0.6% | +12.4% | +10.9% |
| 6M | +15.1% | -27.6% | +42.7% | +34.4% |
| YTD | -20.9% | -52.4% | +31.5% | +16.2% |
| 1Y | -16.4% | -63.6% | +47.2% | +41.1% |
| 3Y | +35.2% | -36.4% | +71.6% | +61.3% |
| All | -70.4% | -64.7% | -5.8% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling