-4.5%
LUNR vs CART
+61.3%
-65.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.8% | -5.5% |
| 7D | -14.3% | +1.4% | -15.7% | -14.5% |
| 30D | -30.5% | +29.7% | -60.2% | -34.2% |
| 3M | -28.9% | +29.7% | -58.6% | -33.7% |
| 6M | -60.8% | +36.8% | -97.6% | -64.6% |
| YTD | -38.8% | +31.7% | -70.5% | -44.8% |
| 1Y | -4.5% | +62.4% | -66.9% | -28.2% |
| All | -4.5% | +61.3% | -65.8% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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