+90.9%
LYV vs QSR
+40.5%
+50.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -1.9% | -4.0% | +2.1% | -0.1% |
| 30D | -8.2% | +2.8% | -10.9% | -9.4% |
| 3M | -1.3% | +5.1% | -6.4% | -3.8% |
| 6M | +2.6% | +8.8% | -6.2% | -2.6% |
| YTD | +19.4% | +14.8% | +4.6% | +9.8% |
| 1Y | -2.2% | +25.7% | -28.0% | -14.8% |
| 3Y | +106.0% | +27.5% | +78.5% | +68.7% |
| All | +90.9% | +40.5% | +50.4% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling