-4.5%
LUNR vs BHP
+53.4%
-58.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.8% | -8.1% |
| 7D | -14.3% | -2.5% | -11.8% | -12.0% |
| 30D | -30.5% | -7.7% | -22.8% | -23.9% |
| 3M | -28.9% | -6.4% | -22.5% | -24.1% |
| 6M | -60.8% | +5.2% | -66.0% | -62.9% |
| YTD | -38.8% | +38.3% | -77.1% | -58.1% |
| 1Y | -4.5% | +53.4% | -57.9% | -43.5% |
| All | -4.5% | +53.4% | -58.0% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling