+54.8%
LUNR vs CCEP
+121.4%
-66.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.6% | -2.2% | -4.4% |
| 7D | +0.5% | -3.7% | +4.2% | +1.0% |
| 30D | -5.3% | -2.1% | -3.2% | -5.2% |
| 3M | -45.6% | +7.2% | -52.8% | -46.3% |
| 6M | -17.4% | +3.3% | -20.6% | -18.2% |
| YTD | -7.9% | +15.7% | -23.6% | -10.9% |
| 1Y | +77.6% | +16.6% | +61.1% | +71.3% |
| 3Y | +247.4% | +84.3% | +163.2% | +206.8% |
| All | +54.8% | +121.4% | -66.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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