+45.0%
CVX vs LUMN
-62.6%
+107.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -11.0% | +9.1% | -2.4% |
| 7D | -8.0% | -16.9% | +8.9% | -8.8% |
| 30D | +2.6% | -32.7% | +35.2% | +0.6% |
| 3M | +15.2% | -34.5% | +49.8% | +13.0% |
| 6M | +12.5% | -56.9% | +69.4% | +7.9% |
| YTD | +43.6% | -48.8% | +92.4% | +39.5% |
| 1Y | +45.0% | -63.4% | +108.3% | +39.2% |
| All | +45.0% | -62.6% | +107.6% | +39.2% |
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