+68.4%
LUNR vs CASY
+14.3%
+54.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.3% |
| 7D | -3.1% | -18.6% | +15.5% | +2.1% |
| 30D | -15.3% | -26.6% | +11.3% | -8.2% |
| 3M | -53.2% | -32.8% | -20.4% | -47.6% |
| 6M | -22.2% | -10.0% | -12.2% | -26.0% |
| YTD | -11.6% | +11.6% | -23.2% | -24.9% |
| 1Y | +68.4% | +11.5% | +56.9% | +44.6% |
| All | +68.4% | +14.3% | +54.1% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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