+10.7%
CDE vs LUMN
-60.4%
+71.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.3% | -1.9% | +4.0% |
| 7D | +23.5% | -10.6% | +34.1% | +26.9% |
| 30D | -4.0% | -18.2% | +14.2% | +1.1% |
| 3M | -5.4% | -30.8% | +25.4% | +4.1% |
| 6M | -11.3% | -49.1% | +37.8% | +6.0% |
| YTD | -7.6% | -44.4% | +36.8% | +3.9% |
| All | +10.7% | -60.4% | +71.1% | +24.7% |
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