-71.4%
OPEN vs LUMN
-59.3%
-12.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -5.9% | +19.7% | +15.2% |
| 7D | +3.7% | -6.9% | +10.5% | +5.2% |
| 30D | -14.3% | -20.5% | +6.2% | -10.0% |
| 3M | -51.9% | -33.4% | -18.6% | -47.7% |
| 6M | -61.4% | -52.1% | -9.3% | -55.7% |
| YTD | -66.0% | -42.5% | -23.6% | -63.2% |
| 1Y | -71.4% | -57.6% | -13.8% | -70.6% |
| All | -71.4% | -59.3% | -12.1% | -70.6% |
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