+74.0%
XBI vs LYFT
-82.5%
+156.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.8% |
| 7D | -4.6% | -8.4% | +3.7% | -3.0% |
| 30D | -2.0% | -7.6% | +5.6% | -0.6% |
| 3M | +17.8% | +11.7% | +6.0% | +14.6% |
| 6M | +23.7% | +15.1% | +8.6% | +19.4% |
| YTD | +28.2% | -20.9% | +49.1% | +32.5% |
| 1Y | +64.0% | -16.4% | +80.3% | +65.6% |
| 3Y | +99.4% | +35.2% | +64.2% | +68.2% |
| 5Y | +19.3% | -69.4% | +88.7% | +25.9% |
| All | +74.0% | -82.5% | +156.5% | +62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling