+1,468.2%
LYV vs SONY
+276.9%
+1,191.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.7% |
| 7D | -1.9% | -2.7% | +0.8% | -0.8% |
| 30D | -8.2% | +1.5% | -9.7% | -8.9% |
| 3M | -1.3% | +13.0% | -14.3% | -7.0% |
| 6M | +2.6% | +11.2% | -8.6% | -3.2% |
| YTD | +19.4% | -6.6% | +26.0% | +21.5% |
| 1Y | -2.2% | -18.1% | +15.9% | +4.6% |
| 3Y | +106.0% | +42.1% | +64.0% | +66.9% |
| 5Y | +97.7% | +11.0% | +86.6% | +76.5% |
| 10Y | +560.5% | +289.2% | +271.3% | +218.9% |
| All | +1,468.2% | +276.9% | +1,191.3% | +542.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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