-71.0%
LCID vs LUMN
+42.5%
-113.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.3% |
| 7D | -6.6% | +12.1% | -18.7% | -9.5% |
| 30D | -30.1% | +11.3% | -41.5% | -32.4% |
| 3M | -17.6% | -31.6% | +14.0% | -9.9% |
| 6M | -54.4% | -2.7% | -51.7% | -54.3% |
| YTD | -55.7% | -12.9% | -42.9% | -55.8% |
| 1Y | -71.0% | +36.2% | -107.3% | -70.8% |
| All | -71.0% | +42.5% | -113.6% | -70.8% |
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