+1,467.6%
LYV vs WEC
+924.9%
+542.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.4% |
| 7D | -4.2% | -1.3% | -2.9% | -3.6% |
| 30D | -7.2% | -0.4% | -6.8% | -7.1% |
| 3M | +1.5% | -6.8% | +8.3% | +4.7% |
| 6M | +2.7% | -6.4% | +9.1% | +5.5% |
| YTD | +19.4% | +2.5% | +16.9% | +17.3% |
| 1Y | -0.5% | -0.4% | -0.1% | -1.0% |
| 3Y | +110.1% | +38.5% | +71.6% | +75.1% |
| 5Y | +97.6% | +31.7% | +65.9% | +63.9% |
| 10Y | +560.2% | +146.6% | +413.7% | +211.7% |
| All | +1,467.6% | +924.9% | +542.7% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling