+47.6%
XOP vs LYV
+6.6%
+40.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -1.0% |
| 7D | +2.6% | -4.5% | +7.1% | +2.3% |
| 30D | +15.4% | -5.5% | +20.9% | +15.1% |
| 3M | +12.1% | +7.8% | +4.3% | +12.4% |
| 6M | +19.7% | +9.4% | +10.3% | +20.3% |
| YTD | +52.4% | +21.8% | +30.6% | +51.0% |
| 1Y | +47.6% | +6.5% | +41.1% | +42.2% |
| All | +47.6% | +6.6% | +40.9% | +42.2% |
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