+16.4%
AZN vs LUNR
-9.9%
+26.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.2% | +8.0% | +2.8% |
| 7D | +11.5% | -14.3% | +25.8% | +11.4% |
| 30D | +20.8% | -30.5% | +51.3% | +20.8% |
| 3M | +21.5% | -28.9% | +50.3% | +21.4% |
| 6M | +3.0% | -60.8% | +63.9% | +3.7% |
| YTD | +3.9% | -38.8% | +42.7% | +4.6% |
| 1Y | +16.4% | -4.5% | +20.9% | +16.5% |
| All | +16.4% | -9.9% | +26.3% | +16.5% |
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 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