+28.6%
DLTR vs LUMN
-63.6%
+92.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -4.9% |
| 7D | -2.0% | -18.2% | +16.2% | -1.6% |
| 30D | +12.8% | -32.5% | +45.2% | +13.9% |
| 3M | +1.1% | -32.4% | +33.5% | +2.1% |
| 6M | +35.9% | -59.3% | +95.2% | +39.8% |
| YTD | +6.6% | -48.6% | +55.3% | +5.8% |
| 1Y | +28.6% | -63.5% | +92.1% | +29.3% |
| All | +28.6% | -63.6% | +92.2% | +29.3% |
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