+526.8%
LYV vs DOC
+21.2%
+505.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.8% | -0.9% | +2.7% | +2.3% |
| 30D | +5.7% | +7.7% | -2.0% | +1.7% |
| 3M | -4.1% | -2.0% | -2.1% | -3.4% |
| 6M | +5.9% | +5.9% | +0.1% | +2.2% |
| YTD | +25.2% | +31.8% | -6.6% | +6.7% |
| 1Y | +30.4% | +22.5% | +7.9% | +15.1% |
| 3Y | +103.6% | +54.7% | +48.9% | +51.8% |
| 5Y | +58.9% | -21.3% | +80.2% | +71.8% |
| All | +526.8% | +21.2% | +505.6% | +481.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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