+96.2%
JCI vs LUNR
+51.5%
+44.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.7% | -1.4% |
| 7D | +0.4% | -0.5% | +1.0% | +0.4% |
| 30D | -7.7% | -11.3% | +3.6% | -7.6% |
| 3M | +2.8% | -44.9% | +47.7% | +3.3% |
| 6M | +7.2% | -17.3% | +24.6% | +7.2% |
| YTD | +20.0% | -9.9% | +29.9% | +19.6% |
| 1Y | +33.3% | +76.1% | -42.9% | +32.0% |
| 3Y | +161.3% | +240.0% | -78.7% | +160.7% |
| All | +96.2% | +51.5% | +44.7% | +101.6% |
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