+48.7%
LUNR vs CNI
+4.3%
+44.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | -15.3% | -2.7% | -12.6% | -14.7% |
| 3M | -53.2% | +3.9% | -57.1% | -53.8% |
| 6M | -22.2% | +16.4% | -38.6% | -26.1% |
| YTD | -11.6% | +25.8% | -37.4% | -17.7% |
| 1Y | +68.4% | +32.4% | +36.0% | +54.4% |
| 3Y | +216.8% | +19.1% | +197.7% | +196.5% |
| All | +48.7% | +4.3% | +44.4% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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