+1,467.6%
LYV vs CPB
+33.0%
+1,434.5%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.3% | +1.2% |
| 7D | -4.2% | -5.4% | +1.2% | -2.8% |
| 30D | -7.2% | -7.8% | +0.6% | -5.4% |
| 3M | +1.5% | -6.9% | +8.5% | +3.0% |
| 6M | +2.7% | -12.2% | +14.9% | +5.5% |
| YTD | +19.4% | -21.1% | +40.4% | +25.7% |
| 1Y | -0.5% | -33.5% | +33.0% | +9.4% |
| 3Y | +110.1% | -43.2% | +153.3% | +135.9% |
| 5Y | +97.6% | -40.9% | +138.5% | +112.9% |
| 10Y | +560.2% | -45.9% | +606.1% | +566.2% |
| All | +1,467.6% | +33.0% | +1,434.5% | +838.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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