-35.3%
AAL vs LUNR
+51.5%
-86.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.7% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | -16.0% | -11.3% | -4.7% | -15.8% |
| 3M | -4.2% | -44.9% | +40.7% | -3.4% |
| 6M | +15.7% | -17.3% | +33.0% | +15.5% |
| YTD | -16.2% | -9.9% | -6.3% | -16.6% |
| 1Y | +0.2% | +76.1% | -75.9% | -1.4% |
| 3Y | -8.1% | +240.0% | -248.1% | -8.7% |
| All | -35.3% | +51.5% | -86.8% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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