+152,391.5%
HUBB vs LUMN
+156.1%
+152,235.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.5% |
| 7D | -0.1% | +2.5% | -2.6% | -0.5% |
| 30D | -10.0% | +10.3% | -20.3% | -11.5% |
| 3M | -1.6% | -18.3% | +16.7% | +1.2% |
| 6M | -3.1% | +4.4% | -7.4% | -5.2% |
| YTD | +4.6% | -10.7% | +15.3% | +3.5% |
| 1Y | +3.3% | +14.0% | -10.6% | -3.3% |
| 3Y | +46.6% | +406.6% | -360.0% | -16.8% |
| 5Y | +158.7% | -36.8% | +195.5% | +130.5% |
| 10Y | +443.5% | -56.2% | +499.6% | +380.6% |
| All | +152,391.5% | +156.1% | +152,235.4% | +90,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling