+1,468.2%
LYV vs NUE
+1,319.1%
+149.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.5% | -0.7% |
| 7D | -1.9% | -0.6% | -1.3% | -1.7% |
| 30D | -8.2% | -4.6% | -3.6% | -6.5% |
| 3M | -1.3% | -0.3% | -0.9% | -2.2% |
| 6M | +2.6% | +51.9% | -49.3% | -16.8% |
| YTD | +19.4% | +60.0% | -40.6% | -6.0% |
| 1Y | -2.2% | +82.9% | -85.1% | -28.3% |
| 3Y | +106.0% | +66.0% | +40.1% | +50.6% |
| 5Y | +97.7% | +149.0% | -51.3% | +8.5% |
| 10Y | +560.5% | +588.3% | -27.8% | +97.8% |
| All | +1,468.2% | +1,319.1% | +149.1% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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