+55.4%
CVS vs LUNR
+234.6%
-179.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.1% |
| 7D | -2.0% | -0.5% | -1.4% | -2.0% |
| 30D | +1.9% | -11.3% | +13.2% | +2.0% |
| 3M | -2.2% | -44.9% | +42.7% | -1.7% |
| 6M | +26.7% | -17.3% | +44.0% | +26.8% |
| YTD | +22.9% | -9.9% | +32.8% | +22.6% |
| 1Y | +32.9% | +76.1% | -43.2% | +31.4% |
| All | +55.4% | +234.6% | -179.1% | +48.9% |
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