+36.5%
XBI vs LYV
+26.7%
+9.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.7% | -6.5% |
| 7D | -6.0% | +1.9% | -7.9% | -6.3% |
| 30D | -1.7% | +5.5% | -7.2% | -2.8% |
| 3M | -3.0% | -1.2% | -1.8% | -2.9% |
| 6M | +11.0% | +15.3% | -4.2% | +8.2% |
| YTD | +21.8% | +27.2% | -5.4% | +17.8% |
| 1Y | +36.5% | +34.5% | +2.0% | +30.5% |
| All | +36.5% | +26.7% | +9.7% | +30.5% |
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