+77.6%
LUNR vs CART
+3.4%
+74.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.8% | -1.9% | -4.0% |
| 7D | +0.5% | -9.5% | +10.0% | +2.8% |
| 30D | -5.3% | -7.8% | +2.4% | -3.9% |
| 3M | -45.6% | +10.4% | -56.0% | -47.8% |
| 6M | -17.4% | +20.1% | -37.4% | -23.4% |
| YTD | -7.9% | +3.7% | -11.6% | -11.9% |
| 1Y | +77.6% | +2.6% | +75.1% | +62.4% |
| All | +77.6% | +3.4% | +74.3% | +62.4% |
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