+12.7%
SHEL vs LYFT
+14.2%
-1.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +1.0% |
| 7D | +4.1% | -8.4% | +12.5% | +3.4% |
| 30D | +8.4% | -7.6% | +16.0% | +7.7% |
| 3M | +13.7% | +11.7% | +2.0% | +14.8% |
| 6M | +12.7% | +15.1% | -2.4% | +12.4% |
| All | +12.7% | +14.2% | -1.5% | +12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling