+34.5%
LYV vs QSR
+22.6%
+11.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +1.9% | +7.6% | -5.7% | +0.7% |
| 30D | +5.5% | +11.8% | -6.3% | +3.5% |
| 3M | -1.2% | +6.4% | -7.6% | -2.1% |
| 6M | +15.3% | -2.1% | +17.3% | +14.8% |
| YTD | +27.2% | +18.3% | +8.9% | +19.9% |
| 1Y | +34.5% | +21.4% | +13.0% | +23.5% |
| All | +34.5% | +22.6% | +11.9% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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