-38.0%
NIO vs LUMN
+42.5%
-80.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | -1.3% |
| 7D | -13.0% | +12.1% | -25.1% | -14.5% |
| 30D | -18.3% | +11.3% | -29.6% | -19.6% |
| 3M | -33.2% | -31.6% | -1.6% | -30.1% |
| 6M | -21.5% | -2.7% | -18.8% | -21.9% |
| YTD | -25.5% | -12.9% | -12.6% | -26.0% |
| 1Y | -38.0% | +36.2% | -74.2% | -30.5% |
| All | -38.0% | +42.5% | -80.5% | -30.5% |
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