+374.5%
LUNR vs CPB
-35.1%
+409.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.4% | +0.6% |
| 7D | +24.2% | -1.6% | +25.7% | +23.7% |
| 30D | +18.0% | +19.2% | -1.2% | +23.2% |
| 3M | -26.0% | -1.0% | -25.0% | -25.1% |
| 6M | -63.6% | +15.2% | -78.8% | -62.0% |
| YTD | -19.9% | -13.1% | -6.8% | -20.1% |
| 1Y | +50.1% | -22.4% | +72.6% | +47.7% |
| 3Y | +374.5% | -35.3% | +409.8% | +295.3% |
| All | +374.5% | -35.1% | +409.5% | +295.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling