+90.9%
LYV vs SIRI
-41.5%
+132.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.9% | +0.6% | -2.5% | -2.0% |
| 30D | -8.2% | +2.5% | -10.7% | -8.6% |
| 3M | -1.3% | +6.6% | -7.9% | -2.3% |
| 6M | +2.6% | +32.9% | -30.3% | -2.3% |
| YTD | +19.4% | +50.5% | -31.1% | +11.0% |
| 1Y | -2.2% | +28.0% | -30.2% | -6.8% |
| 3Y | +106.0% | -22.4% | +128.4% | +106.6% |
| All | +90.9% | -41.5% | +132.4% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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