+27.3%
LIN vs LUMN
-59.3%
+86.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.9% | +8.5% | +2.4% |
| 7D | +3.3% | -6.9% | +10.1% | +3.1% |
| 30D | +8.8% | -20.5% | +29.2% | +8.2% |
| 3M | +8.6% | -33.4% | +42.0% | +7.6% |
| 6M | +7.0% | -52.1% | +59.1% | +5.2% |
| YTD | +24.3% | -42.5% | +66.7% | +23.4% |
| 1Y | +27.3% | -57.6% | +84.8% | +25.9% |
| All | +27.3% | -59.3% | +86.5% | +25.9% |
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