+2,735.4%
CLS vs LUNR
+51.5%
+2,683.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.4% |
| 7D | +5.0% | -0.5% | +5.5% | +5.0% |
| 30D | +4.8% | -11.3% | +16.1% | +5.2% |
| 3M | -10.4% | -44.9% | +34.5% | -8.6% |
| 6M | +20.8% | -17.3% | +38.1% | +21.0% |
| YTD | +10.0% | -9.9% | +19.9% | +9.6% |
| 1Y | +28.5% | +76.1% | -47.6% | +25.5% |
| 3Y | +1,292.2% | +240.0% | +1,052.2% | +1,261.1% |
| All | +2,735.4% | +51.5% | +2,683.9% | +2,729.8% |
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