+229.8%
LUNR vs CPB
-40.6%
+270.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -4.6% |
| 7D | +0.5% | -8.0% | +8.5% | -0.9% |
| 30D | -5.3% | -2.4% | -2.9% | -5.6% |
| 3M | -45.6% | +0.5% | -46.2% | -45.2% |
| 6M | -17.4% | -10.5% | -6.9% | -18.3% |
| YTD | -7.9% | -17.5% | +9.6% | -9.9% |
| 1Y | +77.6% | -31.0% | +108.7% | +71.3% |
| All | +229.8% | -40.6% | +270.4% | +164.4% |
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