+48.7%
LUNR vs BHP
+145.5%
-96.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -3.1% | -3.6% | +0.5% | -1.7% |
| 30D | -15.3% | -1.2% | -14.2% | -15.1% |
| 3M | -53.2% | +1.2% | -54.4% | -53.5% |
| 6M | -22.2% | +21.4% | -43.6% | -26.2% |
| YTD | -11.6% | +50.4% | -62.0% | -20.0% |
| 1Y | +68.4% | +67.5% | +0.9% | +49.6% |
| 3Y | +216.8% | +72.8% | +144.0% | +173.6% |
| All | +48.7% | +145.5% | -96.8% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling