+88.6%
XOP vs LYFT
-82.5%
+171.0%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | +2.6% | -8.4% | +11.0% | +4.2% |
| 30D | +9.6% | -7.6% | +17.2% | +11.0% |
| 3M | +20.4% | +11.7% | +8.6% | +16.9% |
| 6M | +19.9% | +15.1% | +4.8% | +15.3% |
| YTD | +56.4% | -20.9% | +77.3% | +60.4% |
| 1Y | +52.4% | -16.4% | +68.8% | +53.1% |
| 3Y | +39.9% | +35.2% | +4.7% | +16.8% |
| 5Y | +163.7% | -69.4% | +233.1% | +191.7% |
| All | +88.6% | -82.5% | +171.0% | +75.5% |
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