+139.6%
VIAV vs LUMN
-37.8%
+177.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.7% | +3.4% |
| 7D | +11.2% | +2.5% | +8.6% | +10.8% |
| 30D | -10.1% | +10.3% | -20.4% | -11.1% |
| 3M | -22.9% | -18.3% | -4.6% | -21.3% |
| 6M | +28.8% | +4.4% | +24.4% | +28.2% |
| YTD | +117.5% | -10.7% | +128.1% | +117.9% |
| 1Y | +216.1% | +14.0% | +202.1% | +206.4% |
| 3Y | +292.2% | +406.6% | -114.4% | +193.0% |
| All | +139.6% | -37.8% | +177.5% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling