+127,577.9%
AAPL vs LUMN
+156.1%
+127,421.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.4% |
| 7D | +3.8% | +2.5% | +1.3% | +3.4% |
| 30D | +9.9% | +10.3% | -0.4% | +8.0% |
| 3M | +12.5% | -18.3% | +30.7% | +15.2% |
| 6M | +27.6% | +4.4% | +23.3% | +24.5% |
| YTD | +22.6% | -10.7% | +33.2% | +20.4% |
| 1Y | +45.0% | +14.0% | +31.0% | +34.2% |
| 3Y | +87.8% | +406.6% | -318.8% | +0.5% |
| 5Y | +128.7% | -36.8% | +165.5% | +98.9% |
| 10Y | +1,308.9% | -56.2% | +1,365.0% | +1,102.7% |
| All | +127,577.9% | +156.1% | +127,421.8% | +61,676.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling