+67.9%
CNP vs LUNR
+54.8%
+13.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.9% |
| 7D | +0.7% | +0.5% | +0.1% | +0.7% |
| 30D | -0.1% | -5.3% | +5.3% | -0.1% |
| 3M | -5.6% | -45.6% | +40.0% | -5.6% |
| 6M | -7.5% | -17.4% | +9.9% | -7.5% |
| YTD | +5.5% | -7.9% | +13.4% | +5.4% |
| 1Y | +8.3% | +77.6% | -69.3% | +8.1% |
| 3Y | +51.8% | +247.4% | -195.7% | +51.0% |
| All | +67.9% | +54.8% | +13.1% | +66.2% |
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