+626.9%
CEG vs LUNR
+54.2%
+572.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | -1.6% |
| 7D | +1.3% | +0.5% | +0.8% | +1.3% |
| 30D | +8.8% | -5.3% | +14.2% | +8.9% |
| 3M | +17.0% | -45.6% | +62.6% | +18.3% |
| 6M | -8.7% | -17.4% | +8.6% | -8.9% |
| YTD | -16.4% | -7.9% | -8.5% | -17.1% |
| 1Y | -1.8% | +77.6% | -79.4% | -4.1% |
| 3Y | +175.8% | +247.4% | -71.7% | +171.0% |
| All | +626.9% | +54.2% | +572.8% | +627.3% |
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