+549.4%
LYV vs AEE
+191.1%
+358.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.9% | -0.8% | -1.2% | -1.7% |
| 30D | -8.2% | -2.9% | -5.3% | -7.4% |
| 3M | -1.3% | -2.4% | +1.1% | -0.8% |
| 6M | +2.6% | -2.7% | +5.3% | +3.1% |
| YTD | +19.4% | +7.3% | +12.1% | +16.5% |
| 1Y | -2.2% | +7.5% | -9.8% | -4.7% |
| 3Y | +106.0% | +46.2% | +59.8% | +81.9% |
| 5Y | +97.7% | +39.7% | +58.0% | +75.7% |
| All | +549.4% | +191.1% | +358.3% | +416.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling