+0.1%
SCHW vs LYFT
-8.4%
+8.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.0% | -0.1% |
| 7D | +3.5% | +8.7% | -5.2% | +2.1% |
| 30D | -4.4% | +13.2% | -17.6% | -6.2% |
| 3M | -14.0% | +8.3% | -22.3% | -15.4% |
| 6M | +0.8% | +26.6% | -25.8% | -3.2% |
| YTD | -6.4% | -7.9% | +1.5% | -6.2% |
| 1Y | +0.1% | -11.2% | +11.2% | -0.3% |
| All | +0.1% | -8.4% | +8.5% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling