+1,468.2%
LYV vs JBL
+1,121.3%
+346.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -2.2% |
| 7D | -1.9% | +2.4% | -4.3% | -3.1% |
| 30D | -8.2% | -13.1% | +4.9% | -2.9% |
| 3M | -1.3% | -15.6% | +14.3% | +4.1% |
| 6M | +2.6% | +24.6% | -22.0% | -10.3% |
| YTD | +19.4% | +39.6% | -20.2% | -1.9% |
| 1Y | -2.2% | +48.6% | -50.9% | -23.2% |
| 3Y | +106.0% | +197.3% | -91.2% | +9.4% |
| 5Y | +97.7% | +413.0% | -315.3% | -20.7% |
| 10Y | +560.5% | +1,543.9% | -983.4% | +48.3% |
| All | +1,468.2% | +1,121.3% | +346.9% | +146.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling