+9.3%
ZM vs LUMN
-63.6%
+72.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -5.9% | -18.2% | +12.4% | -4.6% |
| 30D | -5.2% | -32.5% | +27.3% | -2.8% |
| 3M | -11.3% | -32.4% | +21.1% | -9.1% |
| 6M | -14.5% | -59.3% | +44.8% | -10.0% |
| YTD | +4.2% | -48.6% | +52.8% | +5.7% |
| 1Y | +9.3% | -63.5% | +72.8% | +12.6% |
| All | +9.3% | -63.6% | +72.9% | +12.6% |
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