+21,772.3%
FIX vs LYV
+1,449.5%
+20,322.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +3.0% |
| 7D | +6.1% | -3.8% | +9.9% | +7.4% |
| 30D | -2.7% | -5.7% | +3.0% | -1.0% |
| 3M | -10.9% | +6.9% | -17.8% | -13.4% |
| 6M | +29.0% | +9.2% | +19.8% | +24.3% |
| YTD | +76.9% | +19.6% | +57.3% | +64.9% |
| 1Y | +130.7% | +0.6% | +130.1% | +126.4% |
| 3Y | +790.7% | +110.6% | +680.1% | +583.1% |
| 5Y | +2,185.6% | +96.6% | +2,088.9% | +1,618.3% |
| 10Y | +5,993.3% | +546.4% | +5,446.9% | +2,786.0% |
| All | +21,772.3% | +1,449.5% | +20,322.8% | +7,407.1% |
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