+5,083.9%
LITE vs LYV
+557.2%
+4,526.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +4.8% |
| 7D | -1.5% | -4.5% | +3.0% | +0.2% |
| 30D | +6.7% | -5.5% | +12.1% | +8.7% |
| 3M | -6.8% | +7.8% | -14.5% | -10.0% |
| 6M | +29.4% | +9.4% | +20.1% | +24.5% |
| YTD | +139.1% | +21.8% | +117.3% | +119.1% |
| 1Y | +521.0% | +6.5% | +514.5% | +491.1% |
| 3Y | +1,535.3% | +106.4% | +1,428.9% | +1,121.1% |
| 5Y | +889.8% | +101.6% | +788.3% | +623.9% |
| 10Y | +2,400.7% | +540.9% | +1,859.8% | +1,118.4% |
| All | +5,083.9% | +557.2% | +4,526.7% | +2,366.6% |
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