-4.5%
LUNR vs CHD
+30.9%
-35.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.9% | -3.3% |
| 7D | -14.3% | +6.9% | -21.3% | -9.8% |
| 30D | -30.5% | +17.1% | -47.6% | -22.3% |
| 3M | -28.9% | +9.1% | -38.0% | -23.4% |
| 6M | -60.8% | +21.4% | -82.2% | -54.7% |
| YTD | -38.8% | +34.9% | -73.7% | -21.6% |
| 1Y | -4.5% | +31.0% | -35.6% | +22.0% |
| All | -4.5% | +30.9% | -35.5% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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