+195.2%
AMD vs LUMN
+42.5%
+152.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +5.5% |
| 7D | +2.6% | +12.1% | -9.5% | -2.1% |
| 30D | -0.9% | +11.3% | -12.3% | -5.6% |
| 3M | -8.7% | -31.6% | +22.9% | +4.3% |
| 6M | +136.3% | -2.7% | +139.1% | +136.1% |
| YTD | +123.0% | -12.9% | +135.9% | +130.1% |
| 1Y | +195.2% | +36.2% | +159.0% | +147.2% |
| All | +195.2% | +42.5% | +152.7% | +147.2% |
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