+48.7%
LUNR vs AEE
+43.2%
+5.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -15.3% | -2.9% | -12.4% | -15.2% |
| 3M | -53.2% | -2.4% | -50.8% | -53.2% |
| 6M | -22.2% | -2.7% | -19.5% | -22.2% |
| YTD | -11.6% | +7.3% | -18.8% | -12.6% |
| 1Y | +68.4% | +7.5% | +60.9% | +66.3% |
| 3Y | +216.8% | +46.2% | +170.6% | +200.8% |
| All | +48.7% | +43.2% | +5.5% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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