+396.6%
LRCX vs LUNR
+51.5%
+345.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -5.6% |
| 7D | +1.8% | -0.5% | +2.4% | +1.8% |
| 30D | -4.3% | -11.3% | +7.0% | -4.0% |
| 3M | -7.3% | -44.9% | +37.6% | -6.3% |
| 6M | +38.6% | -17.3% | +55.9% | +39.0% |
| YTD | +74.4% | -9.9% | +84.3% | +74.5% |
| 1Y | +179.1% | +76.1% | +103.0% | +177.3% |
| 3Y | +357.7% | +240.0% | +117.7% | +361.7% |
| All | +396.6% | +51.5% | +345.1% | +401.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling