+34.7%
LUNR vs EL
-65.8%
+100.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.5% |
| 7D | +24.2% | +1.5% | +22.6% | +23.8% |
| 30D | +18.0% | +10.0% | +8.0% | +15.9% |
| 3M | -26.0% | +28.4% | -54.4% | -29.8% |
| 6M | -63.6% | +37.1% | -100.6% | -65.8% |
| YTD | -19.9% | +7.8% | -27.7% | -22.3% |
| 1Y | +50.1% | +26.0% | +24.1% | +42.0% |
| 3Y | +374.5% | +3.8% | +370.6% | +341.0% |
| All | +34.7% | -65.8% | +100.5% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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