+1.3%
AXP vs LUNR
+84.6%
-83.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | -0.3% |
| 7D | +0.6% | +6.5% | -5.9% | +0.3% |
| 30D | -4.3% | -4.4% | 0.0% | -4.3% |
| 3M | +4.7% | -47.3% | +52.0% | +7.3% |
| 6M | +9.0% | -11.1% | +20.0% | +7.2% |
| YTD | -11.1% | -3.4% | -7.7% | -14.1% |
| 1Y | +1.3% | +85.8% | -84.5% | -7.4% |
| All | +1.3% | +84.6% | -83.3% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling