+51.5%
LUNR vs EIX
+11.9%
+39.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.9% |
| 7D | -0.5% | +0.8% | -1.3% | -0.6% |
| 30D | -11.3% | -18.8% | +7.5% | -8.7% |
| 3M | -44.9% | -19.7% | -25.2% | -43.5% |
| 6M | -17.3% | -18.2% | +0.9% | -15.7% |
| YTD | -9.9% | -1.7% | -8.2% | -12.7% |
| 1Y | +76.1% | +7.8% | +68.4% | +66.2% |
| 3Y | +240.0% | -5.6% | +245.6% | +226.2% |
| All | +51.5% | +11.9% | +39.6% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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