+86.8%
SCHW vs LYFT
+39.4%
+47.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.3% |
| 7D | -1.9% | -8.4% | +6.5% | -0.9% |
| 30D | -1.6% | -7.6% | +6.0% | -0.8% |
| 3M | +21.3% | +11.7% | +9.5% | +19.3% |
| 6M | +16.5% | +15.1% | +1.4% | +14.0% |
| YTD | +8.4% | -20.9% | +29.3% | +10.4% |
| 1Y | +15.6% | -16.4% | +32.0% | +16.5% |
| 3Y | +86.8% | +35.2% | +51.6% | +65.4% |
| All | +86.8% | +39.4% | +47.4% | +65.4% |
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