-5.8%
HUBB vs LUMN
-63.6%
+57.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.3% | +2.5% |
| 7D | +1.7% | -18.2% | +19.9% | +3.9% |
| 30D | -9.7% | -32.5% | +22.8% | -5.7% |
| 3M | -15.2% | -32.4% | +17.2% | -11.7% |
| 6M | -14.0% | -59.3% | +45.3% | -5.2% |
| YTD | -2.4% | -48.6% | +46.2% | +2.8% |
| 1Y | -5.8% | -63.5% | +57.7% | +1.8% |
| All | -5.8% | -63.6% | +57.8% | +1.8% |
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