+48.7%
LUNR vs COPX
+172.9%
-124.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -3.1% | -2.3% | -0.8% | -2.1% |
| 30D | -15.3% | +0.3% | -15.6% | -15.6% |
| 3M | -53.2% | +6.8% | -60.0% | -54.9% |
| 6M | -22.2% | +7.9% | -30.2% | -24.7% |
| YTD | -11.6% | +23.7% | -35.3% | -18.0% |
| 1Y | +68.4% | +71.5% | -3.1% | +40.5% |
| 3Y | +216.8% | +149.1% | +67.7% | +141.0% |
| All | +48.7% | +172.9% | -124.2% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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