+34.5%
LYV vs BDX
+56.8%
-22.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.1% | -1.5% |
| 7D | +1.9% | +7.7% | -5.7% | +0.3% |
| 30D | +5.5% | +18.4% | -12.9% | +1.7% |
| 3M | -1.2% | +25.9% | -27.1% | -5.8% |
| 6M | +15.3% | +50.0% | -34.8% | +6.4% |
| YTD | +27.2% | +42.7% | -15.5% | +16.9% |
| 1Y | +34.5% | +57.8% | -23.4% | +16.6% |
| All | +34.5% | +56.8% | -22.3% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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