+25.4%
ZBRA vs LUMN
-60.4%
+85.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.3% | -6.8% | +0.2% |
| 7D | -9.5% | -10.6% | +1.0% | -8.1% |
| 30D | -15.6% | -18.2% | +2.6% | -13.2% |
| 3M | -13.2% | -30.8% | +17.5% | -8.7% |
| 6M | +44.5% | -49.1% | +93.6% | +58.8% |
| YTD | +34.5% | -44.4% | +78.9% | +41.5% |
| All | +25.4% | -60.4% | +85.7% | +38.0% |
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