+70.8%
FDX vs LUNR
+54.8%
+15.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.5% |
| 7D | -2.3% | +0.5% | -2.9% | -2.3% |
| 30D | -4.9% | -5.3% | +0.4% | -4.9% |
| 3M | -6.5% | -45.6% | +39.2% | -5.9% |
| 6M | +6.7% | -17.4% | +24.0% | +6.6% |
| YTD | +33.9% | -7.9% | +41.8% | +33.5% |
| 1Y | +72.2% | +77.6% | -5.5% | +70.7% |
| 3Y | +60.2% | +247.4% | -187.2% | +59.0% |
| All | +70.8% | +54.8% | +15.9% | +85.4% |
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