+90.9%
LYV vs RCAT
+182.3%
-91.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | -1.9% | -4.9% | +3.0% | -1.7% |
| 30D | -8.2% | -22.9% | +14.7% | -7.1% |
| 3M | -1.3% | -33.7% | +32.5% | +0.3% |
| 6M | +2.6% | -50.7% | +53.3% | +4.9% |
| YTD | +19.4% | +0.4% | +19.0% | +16.8% |
| 1Y | -2.2% | -27.6% | +25.4% | -3.6% |
| 3Y | +106.0% | +753.2% | -647.1% | +71.4% |
| All | +90.9% | +182.3% | -91.3% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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