-30.3%
ZTS vs LUMN
-62.6%
+32.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -11.0% | +3.0% | -7.5% |
| 7D | +4.9% | -16.9% | +21.8% | +5.5% |
| 30D | +15.9% | -32.7% | +48.5% | +17.3% |
| 3M | +11.1% | -34.5% | +45.7% | +12.5% |
| 6M | -26.0% | -56.9% | +30.8% | -22.9% |
| YTD | -33.3% | -48.8% | +15.5% | -31.0% |
| 1Y | -30.3% | -63.4% | +33.0% | -28.0% |
| All | -30.3% | -62.6% | +32.3% | -28.0% |
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