+90.9%
LYV vs LNT
+31.4%
+59.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.9% | -1.0% | -0.9% | -1.7% |
| 30D | -8.2% | -4.2% | -3.9% | -7.2% |
| 3M | -1.3% | -6.7% | +5.4% | +0.4% |
| 6M | +2.6% | -3.6% | +6.2% | +3.3% |
| YTD | +19.4% | +5.9% | +13.5% | +17.4% |
| 1Y | -2.2% | +7.3% | -9.5% | -4.3% |
| 3Y | +106.0% | +46.5% | +59.6% | +86.1% |
| All | +90.9% | +31.4% | +59.6% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling