+48.7%
LUNR vs JBL
+400.4%
-351.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.0% | -6.9% | -4.8% |
| 7D | -3.1% | +2.4% | -5.5% | -4.6% |
| 30D | -15.3% | -13.1% | -2.2% | -8.3% |
| 3M | -53.2% | -15.6% | -37.6% | -48.5% |
| 6M | -22.2% | +24.6% | -46.8% | -29.8% |
| YTD | -11.6% | +39.6% | -51.2% | -25.3% |
| 1Y | +68.4% | +48.6% | +19.8% | +38.6% |
| 3Y | +216.8% | +197.3% | +19.5% | +106.3% |
| All | +48.7% | +400.4% | -351.7% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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