+417.4%
WDC vs LUMN
+42.5%
+374.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.9% | +6.6% |
| 7D | +1.7% | +12.1% | -10.3% | -2.7% |
| 30D | -10.0% | +11.3% | -21.3% | -13.7% |
| 3M | -18.8% | -31.6% | +12.9% | -8.5% |
| 6M | +79.0% | -2.7% | +81.8% | +79.7% |
| YTD | +171.6% | -12.9% | +184.4% | +176.4% |
| 1Y | +417.4% | +36.2% | +381.2% | +441.0% |
| All | +417.4% | +42.5% | +374.9% | +441.0% |
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