+5,074.9%
DELL vs LYV
+544.8%
+4,530.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +12.0% |
| 7D | +8.2% | -1.9% | +10.2% | +9.0% |
| 30D | +17.1% | -8.2% | +25.3% | +20.6% |
| 3M | +45.2% | -1.3% | +46.4% | +45.2% |
| 6M | +286.8% | +2.6% | +284.2% | +282.0% |
| YTD | +354.8% | +19.4% | +335.4% | +325.3% |
| 1Y | +358.3% | -2.2% | +360.5% | +356.2% |
| 3Y | +724.9% | +106.0% | +618.9% | +529.8% |
| 5Y | +1,193.7% | +97.7% | +1,096.0% | +864.8% |
| 10Y | +4,433.8% | +560.5% | +3,873.3% | +2,304.4% |
| All | +5,074.9% | +544.8% | +4,530.1% | +2,634.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling