+27.6%
CL vs LUNR
+62.5%
-34.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.4% |
| 7D | -1.4% | +6.5% | -7.9% | -1.3% |
| 30D | -5.2% | -4.4% | -0.8% | -5.2% |
| 3M | +3.3% | -47.3% | +50.6% | +3.1% |
| 6M | -4.4% | -11.1% | +6.7% | -4.3% |
| YTD | +13.9% | -3.4% | +17.3% | +14.1% |
| 1Y | +7.6% | +85.8% | -78.1% | +8.1% |
| 3Y | +29.6% | +264.7% | -235.1% | +30.1% |
| All | +27.6% | +62.5% | -34.9% | +28.6% |
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 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