+48.7%
LUNR vs BIDU
-47.3%
+96.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | -3.1% | -8.1% | +5.0% | -2.1% |
| 30D | -15.3% | -12.8% | -2.5% | -13.9% |
| 3M | -53.2% | -21.3% | -31.9% | -51.7% |
| 6M | -22.2% | -27.0% | +4.7% | -18.8% |
| YTD | -11.6% | -30.0% | +18.5% | -7.1% |
| 1Y | +68.4% | -18.3% | +86.7% | +75.8% |
| 3Y | +216.8% | -33.8% | +250.6% | +217.6% |
| All | +48.7% | -47.3% | +96.0% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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