+276.1%
EBAY vs LUMN
-55.8%
+331.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.4% |
| 7D | +4.2% | +2.5% | +1.7% | +4.0% |
| 30D | +5.6% | +10.3% | -4.7% | +4.6% |
| 3M | -1.4% | -18.3% | +16.9% | 0.0% |
| 6M | +18.2% | +4.4% | +13.9% | +16.6% |
| YTD | +24.8% | -10.7% | +35.5% | +24.2% |
| 1Y | +18.0% | +14.0% | +4.1% | +14.1% |
| 3Y | +160.3% | +406.6% | -246.3% | +90.3% |
| 5Y | +62.1% | -36.8% | +98.9% | +59.8% |
| All | +276.1% | -55.8% | +331.9% | +255.5% |
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 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