+45.9%
OXY vs LYV
+25.0%
+20.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.4% | -7.5% | -4.9% |
| 7D | -8.8% | +6.2% | -15.0% | -8.4% |
| 30D | -1.7% | +7.3% | -9.0% | -1.1% |
| 3M | +4.5% | -0.3% | +4.8% | +4.7% |
| 6M | -4.0% | +16.2% | -20.2% | -3.5% |
| YTD | +41.4% | +28.5% | +12.8% | +38.2% |
| 1Y | +45.9% | +21.5% | +24.4% | +44.0% |
| All | +45.9% | +25.0% | +20.9% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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