+208.4%
CDE vs LUNR
+48.7%
+159.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.3% |
| 7D | -3.1% | -3.1% | 0.0% | -3.0% |
| 30D | +9.5% | -15.3% | +24.8% | +10.2% |
| 3M | +25.5% | -53.2% | +78.7% | +29.1% |
| 6M | -7.9% | -22.2% | +14.3% | -7.4% |
| YTD | +15.6% | -11.6% | +27.1% | +15.5% |
| 1Y | +34.0% | +68.4% | -34.4% | +31.3% |
| 3Y | +791.9% | +216.8% | +575.1% | +748.3% |
| All | +208.4% | +48.7% | +159.7% | +252.0% |
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