+289.3%
INTC vs LUMN
+42.5%
+246.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +5.0% |
| 7D | +7.1% | +12.1% | -5.0% | +3.8% |
| 30D | -5.2% | +11.3% | -16.6% | -8.1% |
| 3M | -14.3% | -31.6% | +17.3% | -7.2% |
| 6M | +110.2% | -2.7% | +112.9% | +108.8% |
| YTD | +159.6% | -12.9% | +172.5% | +159.7% |
| 1Y | +289.3% | +36.2% | +253.1% | +300.2% |
| All | +289.3% | +42.5% | +246.7% | +300.2% |
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