+1,467.6%
LYV vs BEN
+106.8%
+1,360.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.8% |
| 7D | -4.2% | +0.3% | -4.5% | -4.5% |
| 30D | -7.2% | +0.9% | -8.1% | -7.9% |
| 3M | +1.5% | +9.2% | -7.6% | -4.3% |
| 6M | +2.7% | +36.8% | -34.0% | -16.1% |
| YTD | +19.4% | +44.4% | -25.0% | -6.3% |
| 1Y | -0.5% | +45.8% | -46.3% | -22.7% |
| 3Y | +110.1% | +52.5% | +57.6% | +51.5% |
| 5Y | +97.6% | +37.7% | +59.9% | +45.1% |
| 10Y | +560.2% | +55.4% | +504.8% | +292.5% |
| All | +1,467.6% | +106.8% | +1,360.8% | +569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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