+65.2%
ALAB vs LUMN
+42.5%
+22.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.0% | +11.8% | +10.6% |
| 7D | +7.2% | +12.1% | -4.9% | +2.0% |
| 30D | -2.5% | +11.3% | -13.9% | -7.5% |
| 3M | -13.3% | -31.6% | +18.3% | -0.7% |
| 6M | +172.8% | -2.7% | +175.6% | +174.8% |
| YTD | +86.6% | -12.9% | +99.5% | +88.3% |
| 1Y | +65.2% | +36.2% | +28.9% | +33.2% |
| All | +65.2% | +42.5% | +22.6% | +33.2% |
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