+90.9%
LYV vs RY
+136.8%
-45.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.9% | -2.2% | +0.3% | -0.4% |
| 30D | -8.2% | -3.6% | -4.6% | -6.0% |
| 3M | -1.3% | +3.9% | -5.2% | -4.4% |
| 6M | +2.6% | +26.4% | -23.8% | -13.7% |
| YTD | +19.4% | +22.3% | -2.9% | +2.5% |
| 1Y | -2.2% | +43.7% | -45.9% | -25.3% |
| 3Y | +106.0% | +154.0% | -47.9% | +2.1% |
| All | +90.9% | +136.8% | -45.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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