+54.8%
LUNR vs BHP
+159.8%
-105.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.8% |
| 7D | +0.5% | +0.9% | -0.4% | +0.2% |
| 30D | -5.3% | +4.0% | -9.4% | -6.9% |
| 3M | -45.6% | +11.3% | -56.9% | -47.8% |
| 6M | -17.4% | +29.3% | -46.7% | -23.4% |
| YTD | -7.9% | +59.2% | -67.2% | -18.5% |
| 1Y | +77.6% | +80.8% | -3.2% | +53.9% |
| 3Y | +247.4% | +88.0% | +159.5% | +193.5% |
| All | +54.8% | +159.8% | -105.0% | +30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling