-2.2%
LYV vs ZBRA
+14.4%
-16.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | -1.9% | -3.4% | +1.5% | -1.5% |
| 30D | -8.2% | -7.4% | -0.8% | -7.4% |
| 3M | -1.3% | +57.5% | -58.8% | -8.2% |
| 6M | +2.6% | +64.0% | -61.4% | -5.8% |
| YTD | +19.4% | +44.3% | -24.9% | +11.6% |
| 1Y | -2.2% | +10.9% | -13.1% | -11.2% |
| All | -2.2% | +14.4% | -16.7% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling