+90.9%
LYV vs ACI
-39.5%
+130.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.1% |
| 7D | -1.9% | -3.7% | +1.8% | -1.7% |
| 30D | -8.2% | +0.6% | -8.8% | -8.2% |
| 3M | -1.3% | -20.3% | +19.1% | -0.4% |
| 6M | +2.6% | -24.7% | +27.3% | +3.7% |
| YTD | +19.4% | -27.2% | +46.6% | +20.9% |
| 1Y | -2.2% | -32.7% | +30.5% | -0.5% |
| 3Y | +106.0% | -43.9% | +149.9% | +112.2% |
| All | +90.9% | -39.5% | +130.4% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 5y: compounded portfolio wealth divided by compounded ACI 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…
5y analysis · Full analysis span regression · 6 months rolling