+90.9%
LYV vs THC
+258.1%
-167.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -1.9% | -0.5% | -1.4% | -1.9% |
| 30D | -8.2% | -1.2% | -7.0% | -8.1% |
| 3M | -1.3% | +52.3% | -53.5% | -9.8% |
| 6M | +2.6% | +12.4% | -9.8% | -0.6% |
| YTD | +19.4% | +32.7% | -13.3% | +11.3% |
| 1Y | -2.2% | +36.4% | -38.6% | -10.0% |
| 3Y | +106.0% | +259.3% | -153.3% | +43.5% |
| All | +90.9% | +258.1% | -167.1% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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