+54.9%
SCHD vs LYFT
+39.4%
+15.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | -2.0% | -8.4% | +6.4% | -1.4% |
| 30D | -0.4% | -7.6% | +7.2% | 0.0% |
| 3M | +5.7% | +11.7% | -6.0% | +4.9% |
| 6M | +11.9% | +15.1% | -3.2% | +10.6% |
| YTD | +26.4% | -20.9% | +47.3% | +27.8% |
| 1Y | +27.6% | -16.4% | +44.0% | +27.9% |
| 3Y | +54.9% | +35.2% | +19.7% | +42.1% |
| All | +54.9% | +39.4% | +15.5% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling