+27.2%
CB vs LUNR
+37.2%
-10.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.0% | -6.6% | +0.7% |
| 7D | 0.0% | +51.2% | -51.1% | +1.8% |
| 30D | +7.4% | +7.0% | +0.4% | +8.1% |
| 3M | +8.6% | -23.1% | +31.7% | +8.2% |
| 6M | +16.1% | -59.4% | +75.5% | +14.4% |
| YTD | +20.2% | -19.7% | +39.9% | +19.8% |
| 1Y | +27.2% | +39.5% | -12.3% | +26.6% |
| All | +27.2% | +37.2% | -10.0% | +26.6% |
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