+17.6%
ABNB vs LUMN
-22.2%
+39.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.4% |
| 7D | -6.5% | +2.5% | -9.0% | -6.6% |
| 30D | -5.5% | +10.3% | -15.8% | -6.4% |
| 3M | +30.0% | -18.3% | +48.3% | +31.8% |
| 6M | +27.6% | +4.4% | +23.2% | +26.1% |
| YTD | +25.4% | -10.7% | +36.1% | +24.6% |
| 1Y | +38.3% | +14.0% | +24.4% | +33.3% |
| 3Y | +15.5% | +406.6% | -391.1% | -15.5% |
| 5Y | +3.0% | -36.8% | +39.8% | +15.9% |
| All | +17.6% | -22.2% | +39.8% | +43.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling