-56.8%
BSX vs LUMN
-63.6%
+6.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.2% |
| 7D | +1.8% | -18.2% | +20.1% | +2.6% |
| 30D | +2.8% | -32.5% | +35.3% | +4.5% |
| 3M | -13.3% | -32.4% | +19.1% | -11.8% |
| 6M | -23.7% | -59.3% | +35.7% | -20.6% |
| YTD | -55.2% | -48.6% | -6.5% | -53.0% |
| 1Y | -56.8% | -63.5% | +6.7% | -55.5% |
| All | -56.8% | -63.6% | +6.8% | -55.5% |
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