+0.2%
LPLA vs LUMN
+42.5%
-42.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.2% |
| 7D | -3.1% | +12.1% | -15.2% | -3.8% |
| 30D | -0.1% | +11.3% | -11.4% | -0.9% |
| 3M | +23.2% | -31.6% | +54.8% | +26.9% |
| 6M | +15.5% | -2.7% | +18.3% | +14.3% |
| YTD | +0.9% | -12.9% | +13.8% | 0.0% |
| 1Y | +0.2% | +36.2% | -36.1% | -10.2% |
| All | +0.2% | +42.5% | -42.4% | -10.2% |
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