+1,467.6%
LYV vs RGEN
+4,936.1%
-3,468.5%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -4.2% | -2.9% | -1.3% | -3.6% |
| 30D | -7.2% | -0.1% | -7.2% | -7.3% |
| 3M | +1.5% | +25.9% | -24.4% | -3.4% |
| 6M | +2.7% | +35.2% | -32.5% | -4.2% |
| YTD | +19.4% | +0.5% | +18.9% | +17.6% |
| 1Y | -0.5% | +37.0% | -37.5% | -8.4% |
| 3Y | +110.1% | +2.0% | +108.1% | +96.4% |
| 5Y | +97.6% | -44.2% | +141.8% | +99.3% |
| 10Y | +560.2% | +411.6% | +148.7% | +303.3% |
| All | +1,467.6% | +4,936.1% | -3,468.5% | +414.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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