+47.9%
AMGN vs LYV
+26.7%
+21.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.8% | -3.7% |
| 7D | -0.1% | +1.9% | -2.0% | -0.3% |
| 30D | +14.3% | +5.5% | +8.8% | +13.6% |
| 3M | +13.5% | -1.2% | +14.8% | +13.4% |
| 6M | +41.5% | +15.3% | +26.3% | +39.8% |
| YTD | +43.5% | +27.2% | +16.3% | +41.7% |
| 1Y | +47.9% | +34.5% | +13.4% | +44.7% |
| All | +47.9% | +26.7% | +21.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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