+549.4%
LYV vs CNI
+138.2%
+411.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -1.9% | -0.4% | -1.6% | -1.7% |
| 30D | -8.2% | -2.7% | -5.5% | -6.6% |
| 3M | -1.3% | +3.9% | -5.2% | -4.2% |
| 6M | +2.6% | +16.4% | -13.8% | -8.1% |
| YTD | +19.4% | +25.8% | -6.4% | +1.1% |
| 1Y | -2.2% | +32.4% | -34.6% | -20.2% |
| 3Y | +106.0% | +19.1% | +87.0% | +75.9% |
| 5Y | +97.7% | +13.6% | +84.1% | +71.0% |
| All | +549.4% | +138.2% | +411.2% | +228.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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