+62.5%
LUNR vs CHD
+12.1%
+50.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.9% | +5.2% |
| 7D | +6.5% | -2.9% | +9.4% | +5.6% |
| 30D | -4.4% | -6.2% | +1.8% | -6.0% |
| 3M | -47.3% | +1.6% | -48.8% | -46.7% |
| 6M | -11.1% | -3.5% | -7.5% | -11.1% |
| YTD | -3.4% | +16.2% | -19.6% | +1.6% |
| 1Y | +85.8% | +3.4% | +82.4% | +89.4% |
| 3Y | +264.7% | +4.6% | +260.0% | +272.5% |
| All | +62.5% | +12.1% | +50.3% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling