+2.6%
LYV vs JBL
+27.4%
-24.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.5% |
| 7D | -1.9% | +2.4% | -4.3% | -2.2% |
| 30D | -8.2% | -13.1% | +4.9% | -6.7% |
| 3M | -1.3% | -15.6% | +14.3% | +1.7% |
| 6M | +2.6% | +24.6% | -22.0% | -8.5% |
| All | +2.6% | +27.4% | -24.8% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 6mo: compounded portfolio wealth divided by compounded JBL 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…
6mo analysis · Full analysis span regression · 6 months rolling