+14.3%
HPQ vs LUMN
-63.6%
+77.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.4% |
| 7D | -1.1% | -18.2% | +17.1% | +0.6% |
| 30D | -11.7% | -32.5% | +20.8% | -8.6% |
| 3M | +2.0% | -32.4% | +34.3% | +5.5% |
| 6M | +35.9% | -59.3% | +95.2% | +46.0% |
| YTD | +32.7% | -48.6% | +81.3% | +37.2% |
| 1Y | +14.3% | -63.5% | +77.8% | +20.7% |
| All | +14.3% | -63.6% | +77.9% | +20.7% |
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