+1,660.3%
PLTR vs LUMN
-19.8%
+1,680.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.5% |
| 7D | -4.1% | +2.5% | -6.6% | -4.5% |
| 30D | -2.2% | +10.3% | -12.6% | -4.0% |
| 3M | +27.6% | -18.3% | +45.8% | +31.0% |
| 6M | +10.3% | +4.4% | +5.9% | +7.9% |
| YTD | -5.9% | -10.7% | +4.8% | -6.7% |
| 1Y | +1.7% | +14.0% | -12.2% | -3.7% |
| 3Y | +959.1% | +406.6% | +552.5% | +604.1% |
| 5Y | +536.3% | -36.8% | +573.1% | +521.9% |
| All | +1,660.3% | -19.8% | +1,680.1% | +1,584.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling