+90.9%
LYV vs CLBK
+43.5%
+47.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.9% | -1.5% | -0.5% | -1.6% |
| 30D | -8.2% | -1.0% | -7.2% | -8.0% |
| 3M | -1.3% | +22.9% | -24.2% | -5.7% |
| 6M | +2.6% | +44.2% | -41.6% | -5.5% |
| YTD | +19.4% | +64.0% | -44.6% | +6.5% |
| 1Y | -2.2% | +65.7% | -67.9% | -13.3% |
| 3Y | +106.0% | +54.1% | +52.0% | +82.5% |
| All | +90.9% | +43.5% | +47.5% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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