+1,284.2%
CLS vs LUNR
+241.9%
+1,042.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.7% | +5.8% | +1.7% |
| 7D | +20.1% | +0.5% | +19.6% | +20.0% |
| 30D | +6.0% | -5.3% | +11.4% | +6.7% |
| 3M | -10.3% | -45.6% | +35.3% | -3.6% |
| 6M | +24.5% | -17.4% | +41.9% | +23.8% |
| YTD | +12.9% | -7.9% | +20.8% | +9.2% |
| 1Y | +36.7% | +77.6% | -41.0% | +20.7% |
| All | +1,284.2% | +241.9% | +1,042.4% | +1,016.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling