+106.0%
LYV vs RRX
+5.4%
+100.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.6% | -0.6% |
| 7D | -1.9% | -0.3% | -1.6% | -1.9% |
| 30D | -8.2% | -6.1% | -2.1% | -7.2% |
| 3M | -1.3% | -23.1% | +21.8% | +2.6% |
| 6M | +2.6% | -19.5% | +22.1% | +4.8% |
| YTD | +19.4% | +16.1% | +3.3% | +12.1% |
| 1Y | -2.2% | +12.9% | -15.2% | -8.3% |
| 3Y | +106.0% | +7.9% | +98.1% | +104.2% |
| All | +106.0% | +5.4% | +100.7% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling