+125.9%
QLD vs LYFT
-70.9%
+196.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.3% | +7.6% | +1.8% |
| 7D | +1.9% | -14.1% | +16.0% | +6.3% |
| 30D | -1.8% | -13.7% | +11.9% | +2.1% |
| 3M | -0.1% | +7.4% | -7.5% | -2.7% |
| 6M | +32.6% | +8.3% | +24.3% | +28.4% |
| YTD | +27.9% | -23.1% | +51.0% | +35.5% |
| 1Y | +40.3% | -19.0% | +59.2% | +44.4% |
| 3Y | +182.5% | +37.7% | +144.8% | +125.3% |
| All | +125.9% | -70.9% | +196.8% | +153.6% |
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