+916.1%
WDC vs LUMN
-37.8%
+953.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.2% |
| 7D | -4.3% | +2.5% | -6.8% | -4.6% |
| 30D | -1.5% | +10.3% | -11.8% | -2.8% |
| 3M | -15.5% | -18.3% | +2.8% | -13.4% |
| 6M | +66.5% | +4.4% | +62.1% | +65.9% |
| YTD | +159.9% | -10.7% | +170.5% | +162.0% |
| 1Y | +366.0% | +14.0% | +352.0% | +359.3% |
| 3Y | +1,285.8% | +406.6% | +879.3% | +1,007.0% |
| All | +916.1% | -37.8% | +953.9% | +1,291.4% |
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