+75.9%
LUNR vs FCUV
-81.1%
+157.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -13.7% | +14.4% | +0.7% |
| 7D | -3.6% | +62.8% | -66.5% | -3.4% |
| 30D | +5.9% | +66.5% | -60.6% | +6.3% |
| 3M | -56.0% | +459.9% | -515.9% | -55.4% |
| 6M | -20.5% | -12.4% | -8.1% | -18.5% |
| YTD | -8.7% | -47.5% | +38.8% | -7.6% |
| 1Y | +75.9% | -80.5% | +156.4% | +67.0% |
| All | +75.9% | -81.1% | +157.0% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 1y: compounded portfolio wealth divided by compounded FCUV 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…
1y analysis · Full analysis span regression · 6 months rolling