+49.5%
TXN vs LUMN
+11.9%
+37.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.6% |
| 7D | +4.0% | +2.5% | +1.5% | +3.7% |
| 30D | -2.9% | +10.3% | -13.2% | -4.1% |
| 3M | -9.1% | -18.3% | +9.2% | -7.6% |
| 6M | +36.6% | +4.4% | +32.3% | +36.2% |
| YTD | +57.5% | -10.7% | +68.2% | +58.0% |
| 1Y | +49.5% | +14.0% | +35.6% | +42.3% |
| All | +49.5% | +11.9% | +37.6% | +42.3% |
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