-55.3%
ADBE vs LUMN
+385.3%
-440.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.3% |
| 7D | -5.4% | +2.5% | -7.9% | -5.4% |
| 30D | -2.5% | +10.3% | -12.9% | -2.8% |
| 3M | +15.3% | -18.3% | +33.5% | +15.9% |
| 6M | -7.8% | +4.4% | -12.2% | -8.3% |
| YTD | -27.9% | -10.7% | -17.3% | -28.2% |
| 1Y | -28.0% | +14.0% | -42.0% | -29.3% |
| 3Y | -55.3% | +406.6% | -461.9% | -57.2% |
| All | -55.3% | +385.3% | -440.6% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling