+36.1%
INTC vs LUMN
-62.6%
+98.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -11.0% | +0.6% | -7.1% |
| 7D | -43.2% | -16.9% | -26.3% | -40.2% |
| 30D | -53.6% | -32.7% | -20.9% | -48.1% |
| 3M | -48.3% | -34.5% | -13.8% | -42.2% |
| 6M | -51.7% | -56.9% | +5.2% | -40.0% |
| YTD | +41.6% | -48.8% | +90.4% | +63.1% |
| 1Y | +36.1% | -63.4% | +99.5% | +79.9% |
| All | +36.1% | -62.6% | +98.8% | +79.9% |
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