-16.5%
LPLA vs LUMN
-58.0%
+41.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.9% | +10.5% | +4.9% |
| 7D | +15.7% | -6.9% | +22.6% | +16.1% |
| 30D | -6.2% | -20.5% | +14.3% | -5.1% |
| 3M | -12.0% | -33.4% | +21.4% | -10.2% |
| 6M | -2.7% | -52.1% | +49.4% | +1.4% |
| YTD | -12.5% | -42.5% | +29.9% | -11.7% |
| All | -16.5% | -58.0% | +41.5% | -15.3% |
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