-5.0%
CI vs LUNR
+72.6%
-77.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.0% |
| 7D | -1.3% | -0.5% | -0.8% | -1.3% |
| 30D | +3.1% | -11.3% | +14.4% | +3.4% |
| 3M | -4.5% | -44.9% | +40.4% | -3.2% |
| 6M | +8.3% | -17.3% | +25.6% | +7.6% |
| YTD | +3.8% | -9.9% | +13.7% | +2.2% |
| 1Y | -5.0% | +76.1% | -81.2% | -0.7% |
| All | -5.0% | +72.6% | -77.6% | -0.7% |
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