+53.5%
LUNR vs CPB
-37.5%
+91.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | 0.0% |
| 7D | -3.6% | -8.6% | +4.9% | -5.5% |
| 30D | +5.9% | -7.2% | +13.1% | +4.3% |
| 3M | -56.0% | +0.9% | -56.8% | -55.5% |
| 6M | -20.5% | -11.8% | -8.7% | -22.0% |
| YTD | -8.7% | -19.4% | +10.7% | -11.9% |
| 1Y | +75.9% | -30.4% | +106.3% | +65.6% |
| 3Y | +202.9% | -40.2% | +243.0% | +175.8% |
| All | +53.5% | -37.5% | +91.0% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling