+27.4%
AAPL vs LUMN
-63.6%
+91.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.7% | -18.2% | +17.6% | -0.3% |
| 30D | +1.7% | -32.5% | +34.2% | +2.4% |
| 3M | +9.7% | -32.4% | +42.1% | +10.4% |
| 6M | +19.3% | -59.3% | +78.6% | +21.8% |
| YTD | +26.3% | -48.6% | +74.9% | +27.2% |
| 1Y | +27.4% | -63.5% | +90.9% | +30.2% |
| All | +27.4% | -63.6% | +91.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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