+16.5%
ZBRA vs LUMN
+42.5%
-26.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.7% |
| 7D | +1.8% | +12.1% | -10.3% | +0.3% |
| 30D | -1.7% | +11.3% | -13.0% | -3.2% |
| 3M | +47.8% | -31.6% | +79.4% | +53.9% |
| 6M | +56.7% | -2.7% | +59.5% | +56.4% |
| YTD | +49.4% | -12.9% | +62.3% | +48.5% |
| 1Y | +16.5% | +36.2% | -19.7% | +16.0% |
| All | +16.5% | +42.5% | -26.0% | +16.0% |
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