-77.5%
PLTD vs LUMN
+8.2%
-85.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -3.3% |
| 7D | +0.4% | +3.8% | -3.5% | +1.5% |
| 30D | -1.3% | +4.6% | -5.9% | +0.1% |
| 3M | -36.5% | -17.2% | -19.3% | -39.1% |
| 6M | -29.1% | +5.9% | -35.0% | -24.9% |
| YTD | -20.1% | -9.5% | -10.6% | -17.1% |
| 1Y | -26.3% | +16.2% | -42.5% | -12.2% |
| All | -77.5% | +8.2% | -85.6% | -70.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling