+753.8%
FIX vs LYV
+109.3%
+644.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | +0.7% | -4.2% | +4.8% | +2.5% |
| 30D | -5.7% | -7.2% | +1.5% | -2.7% |
| 3M | -7.4% | +1.5% | -9.0% | -9.1% |
| 6M | +15.1% | +2.7% | +12.3% | +11.6% |
| YTD | +70.7% | +19.4% | +51.3% | +53.2% |
| 1Y | +111.9% | -0.5% | +112.4% | +108.9% |
| All | +753.8% | +109.3% | +644.5% | +457.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling