+6.5%
LYV vs FE
+11.4%
-5.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -2.1% |
| 7D | -4.5% | +1.9% | -6.4% | -4.9% |
| 30D | -5.5% | -1.2% | -4.3% | -5.2% |
| 3M | +7.8% | +3.5% | +4.3% | +7.1% |
| 6M | +9.4% | -6.1% | +15.4% | +12.0% |
| YTD | +21.8% | +7.6% | +14.1% | +21.1% |
| 1Y | +6.5% | +11.9% | -5.5% | +6.2% |
| All | +6.5% | +11.4% | -5.0% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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