+366.0%
WDC vs LUMN
+11.9%
+354.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.7% |
| 7D | -4.3% | +2.5% | -6.8% | -5.3% |
| 30D | -1.5% | +10.3% | -11.8% | -5.3% |
| 3M | -15.5% | -18.3% | +2.8% | -9.8% |
| 6M | +66.5% | +4.4% | +62.1% | +63.1% |
| YTD | +159.9% | -10.7% | +170.5% | +161.8% |
| 1Y | +366.0% | +14.0% | +352.0% | +379.5% |
| All | +366.0% | +11.9% | +354.0% | +379.5% |
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 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