+1,995.4%
CLS vs LUNR
+34.7%
+1,960.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.4% |
| 7D | +16.3% | +24.2% | -7.9% | +15.2% |
| 30D | -25.7% | +18.0% | -43.6% | -26.2% |
| 3M | -30.9% | -26.0% | -4.9% | -30.1% |
| 6M | -35.5% | -63.6% | +28.1% | -33.4% |
| YTD | -18.7% | -19.9% | +1.2% | -18.7% |
| 1Y | -17.9% | +50.1% | -68.0% | -19.4% |
| 3Y | +838.1% | +374.5% | +463.6% | +822.0% |
| All | +1,995.4% | +34.7% | +1,960.7% | +1,998.8% |
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