-79.4%
LCID vs LUMN
-59.3%
-20.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -5.9% | +17.5% | +13.5% |
| 7D | -1.2% | -6.9% | +5.7% | +0.9% |
| 30D | -19.2% | -20.5% | +1.3% | -13.2% |
| 3M | -56.7% | -33.4% | -23.3% | -50.8% |
| 6M | -49.6% | -52.1% | +2.5% | -36.8% |
| YTD | -68.1% | -42.5% | -25.6% | -64.4% |
| 1Y | -79.4% | -57.6% | -21.8% | -74.8% |
| All | -79.4% | -59.3% | -20.1% | -74.8% |
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