+8.9%
CAT vs LUNR
-9.9%
+18.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.2% | 0.0% | -4.6% |
| 7D | -17.1% | -14.3% | -2.8% | -15.7% |
| 30D | -30.1% | -30.5% | +0.4% | -27.4% |
| 3M | -32.4% | -28.9% | -3.5% | -30.1% |
| 6M | -32.1% | -60.8% | +28.7% | -27.5% |
| YTD | +4.1% | -38.8% | +42.9% | +3.7% |
| 1Y | +8.9% | -4.5% | +13.4% | +3.4% |
| All | +8.9% | -9.9% | +18.8% | +3.4% |
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