+6.5%
LYV vs RSG
-3.6%
+10.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -2.1% |
| 7D | -4.5% | +0.3% | -4.8% | -4.5% |
| 30D | -5.5% | +7.6% | -13.0% | -6.5% |
| 3M | +7.8% | +7.4% | +0.3% | +6.8% |
| 6M | +9.4% | -3.3% | +12.6% | +12.1% |
| YTD | +21.8% | +6.0% | +15.7% | +20.5% |
| 1Y | +6.5% | -3.7% | +10.1% | +7.2% |
| All | +6.5% | -3.6% | +10.0% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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