-61.0%
FLNC vs LUMN
+385.3%
-446.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.2% |
| 7D | -4.1% | +2.5% | -6.6% | -4.5% |
| 30D | -24.8% | +10.3% | -35.1% | -26.0% |
| 3M | -59.1% | -18.3% | -40.8% | -57.8% |
| 6M | -42.0% | +4.4% | -46.3% | -43.3% |
| YTD | -49.8% | -10.7% | -39.1% | -49.9% |
| 1Y | +43.1% | +14.0% | +29.1% | +37.9% |
| 3Y | -61.0% | +406.6% | -467.5% | -78.0% |
| All | -61.0% | +385.3% | -446.3% | -78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling