+51.5%
LUNR vs CPB
-38.8%
+90.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -3.1% |
| 7D | -0.5% | -5.4% | +4.8% | -1.7% |
| 30D | -11.3% | -7.8% | -3.5% | -12.7% |
| 3M | -44.9% | -6.9% | -38.0% | -45.4% |
| 6M | -17.3% | -12.2% | -5.1% | -19.0% |
| YTD | -9.9% | -21.1% | +11.1% | -13.4% |
| 1Y | +76.1% | -33.5% | +109.6% | +64.3% |
| 3Y | +240.0% | -43.2% | +283.2% | +204.9% |
| All | +51.5% | -38.8% | +90.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling