+90.9%
LYV vs WEC
+30.6%
+60.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -1.9% | -0.6% | -1.4% | -1.8% |
| 30D | -8.2% | -2.6% | -5.6% | -7.8% |
| 3M | -1.3% | -6.0% | +4.8% | -0.3% |
| 6M | +2.6% | -5.4% | +8.0% | +3.5% |
| YTD | +19.4% | +2.5% | +16.9% | +18.9% |
| 1Y | -2.2% | -0.7% | -1.5% | -2.2% |
| 3Y | +106.0% | +38.7% | +67.3% | +95.1% |
| All | +90.9% | +30.6% | +60.3% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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