+4,404.4%
DELL vs LUMN
-55.8%
+4,460.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.9% | +10.1% | +11.8% |
| 7D | +8.2% | +2.5% | +5.7% | +7.9% |
| 30D | +17.1% | +10.3% | +6.8% | +15.9% |
| 3M | +45.2% | -18.3% | +63.4% | +48.1% |
| 6M | +286.8% | +4.4% | +282.4% | +284.6% |
| YTD | +354.8% | -10.7% | +365.5% | +355.2% |
| 1Y | +358.3% | +14.0% | +344.3% | +344.6% |
| 3Y | +724.9% | +406.6% | +318.3% | +513.1% |
| 5Y | +1,193.7% | -36.8% | +1,230.5% | +1,311.8% |
| All | +4,404.4% | -55.8% | +4,460.2% | +4,454.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling