+124.0%
CVX vs LUNR
+48.7%
+75.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.6% |
| 7D | +2.6% | -3.1% | +5.7% | +2.6% |
| 30D | +9.8% | -15.3% | +25.2% | +9.8% |
| 3M | +16.2% | -53.2% | +69.4% | +16.1% |
| 6M | +13.6% | -22.2% | +35.8% | +13.6% |
| YTD | +44.4% | -11.6% | +56.0% | +44.3% |
| 1Y | +40.6% | +68.4% | -27.8% | +40.7% |
| 3Y | +48.2% | +216.8% | -168.6% | +49.6% |
| All | +124.0% | +48.7% | +75.3% | +141.3% |
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