+51.5%
LUNR vs CCJ
+276.3%
-224.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.8% | -1.1% |
| 7D | -0.5% | -3.2% | +2.6% | +0.6% |
| 30D | -11.3% | -1.3% | -10.0% | -10.9% |
| 3M | -44.9% | +2.5% | -47.4% | -45.2% |
| 6M | -17.3% | -18.9% | +1.6% | -11.1% |
| YTD | -9.9% | +6.5% | -16.4% | -7.5% |
| 1Y | +76.1% | +22.8% | +53.3% | +76.1% |
| 3Y | +240.0% | +164.5% | +75.5% | +224.2% |
| All | +51.5% | +276.3% | -224.8% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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