-51.2%
LULU vs LYV
+6.6%
-57.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.2% | -15.1% | -16.8% |
| 7D | -16.7% | -4.5% | -12.2% | -15.7% |
| 30D | -18.5% | -5.5% | -13.1% | -17.3% |
| 3M | -19.5% | +7.8% | -27.2% | -20.6% |
| 6M | -41.9% | +9.4% | -51.3% | -43.1% |
| YTD | -51.6% | +21.8% | -73.3% | -52.9% |
| 1Y | -51.2% | +6.5% | -57.6% | -55.1% |
| All | -51.2% | +6.6% | -57.8% | -55.1% |
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 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