+21.5%
LYV vs CDW
+13.2%
+8.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +12.7% | -10.3% | +2.5% |
| 7D | +6.2% | +3.7% | +2.4% | +6.1% |
| 30D | +7.3% | +26.0% | -18.7% | +8.0% |
| 3M | -0.3% | +10.1% | -10.4% | -0.2% |
| 6M | +16.2% | +26.1% | -9.8% | +17.0% |
| YTD | +28.5% | +25.9% | +2.7% | +26.2% |
| 1Y | +21.5% | +21.5% | 0.0% | +18.4% |
| All | +21.5% | +13.2% | +8.3% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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