-63.4%
LUMN vs WCC
+13.9%
-77.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -9.6% | -1.4% | -5.5% |
| 7D | -16.9% | -21.9% | +5.0% | -4.9% |
| 30D | -32.7% | -25.4% | -7.2% | -21.0% |
| 3M | -34.5% | -23.1% | -11.4% | -25.0% |
| 6M | -56.9% | -18.1% | -38.8% | -52.7% |
| YTD | -48.8% | +17.7% | -66.4% | -54.1% |
| 1Y | -63.4% | +12.4% | -75.7% | -67.1% |
| All | -63.4% | +13.9% | -77.2% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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