+208.1%
LRCX vs LUMN
+42.5%
+165.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +5.8% |
| 7D | +1.9% | +12.1% | -10.2% | -2.4% |
| 30D | +0.1% | +11.3% | -11.3% | -4.4% |
| 3M | -8.5% | -31.6% | +23.1% | +3.2% |
| 6M | +38.1% | -2.7% | +40.8% | +38.5% |
| YTD | +80.1% | -12.9% | +92.9% | +83.6% |
| 1Y | +208.1% | +36.2% | +171.8% | +197.9% |
| All | +208.1% | +42.5% | +165.5% | +197.9% |
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