+54.8%
LUNR vs JBL
+389.9%
-335.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.5% |
| 7D | +0.5% | +4.0% | -3.5% | -1.7% |
| 30D | -5.3% | -7.5% | +2.2% | -0.9% |
| 3M | -45.6% | -14.1% | -31.6% | -40.5% |
| 6M | -17.4% | +25.9% | -43.2% | -25.6% |
| YTD | -7.9% | +36.7% | -44.6% | -21.2% |
| 1Y | +77.6% | +49.0% | +28.6% | +46.6% |
| 3Y | +247.4% | +191.8% | +55.7% | +129.3% |
| All | +54.8% | +389.9% | -335.0% | -0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling