+92.7%
LLY vs LUNR
+241.9%
-149.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.1% |
| 7D | -3.1% | +0.5% | -3.6% | -3.1% |
| 30D | -8.6% | -5.3% | -3.3% | -8.6% |
| 3M | -1.6% | -45.6% | +44.0% | -0.5% |
| 6M | +11.8% | -17.4% | +29.2% | +12.1% |
| YTD | +5.1% | -7.9% | +13.1% | +4.7% |
| 1Y | +50.7% | +77.6% | -26.9% | +47.4% |
| All | +92.7% | +241.9% | -149.2% | +82.1% |
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 2023-09-09 to 2026-09-09: 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling