-51.1%
APTV vs LUMN
-62.6%
+11.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.0% | +5.4% | -4.0% |
| 7D | -8.1% | -16.9% | +8.9% | -5.6% |
| 30D | -8.7% | -32.7% | +24.0% | -3.5% |
| 3M | -13.1% | -34.5% | +21.4% | -8.1% |
| 6M | -25.5% | -56.9% | +31.4% | -16.4% |
| YTD | -46.3% | -48.8% | +2.5% | -42.4% |
| 1Y | -51.1% | -63.4% | +12.2% | -45.6% |
| All | -51.1% | -62.6% | +11.5% | -45.6% |
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