+17.6%
MCD vs LYFT
-69.9%
+87.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -1.2% | -8.4% | +7.1% | -1.0% |
| 30D | -7.8% | -7.6% | -0.2% | -7.6% |
| 3M | -10.7% | +11.7% | -22.4% | -11.0% |
| 6M | -21.3% | +15.1% | -36.4% | -21.6% |
| YTD | -15.8% | -20.9% | +5.2% | -15.4% |
| 1Y | -16.0% | -16.4% | +0.4% | -15.9% |
| 3Y | -3.0% | +35.2% | -38.2% | -5.0% |
| All | +17.6% | -69.9% | +87.6% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT 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 LYFT 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