-2.2%
LYV vs FIVN
+20.3%
-22.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -1.9% | -7.8% | +5.9% | -1.6% |
| 30D | -8.2% | -1.7% | -6.5% | -8.1% |
| 3M | -1.3% | +47.2% | -48.5% | -3.3% |
| 6M | +2.6% | +82.7% | -80.1% | -1.9% |
| YTD | +19.4% | +52.9% | -33.5% | +15.3% |
| 1Y | -2.2% | +17.5% | -19.7% | -5.2% |
| All | -2.2% | +20.3% | -22.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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