-5.3%
SYK vs LYV
+26.7%
-32.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.0% |
| 7D | +7.5% | +1.9% | +5.6% | +7.0% |
| 30D | +20.4% | +5.5% | +14.9% | +18.8% |
| 3M | -0.3% | -1.2% | +1.0% | -0.2% |
| 6M | +14.2% | +15.3% | -1.1% | +12.6% |
| YTD | -3.8% | +27.2% | -31.0% | -4.6% |
| 1Y | -5.3% | +34.5% | -39.7% | -5.9% |
| All | -5.3% | +26.7% | -32.0% | -5.9% |
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