+62.5%
LUNR vs LBRT
+112.6%
-50.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.9% | +1.9% | +4.9% |
| 7D | +6.5% | +6.9% | -0.4% | +4.9% |
| 30D | -4.4% | +7.8% | -12.2% | -6.0% |
| 3M | -47.3% | -25.3% | -22.0% | -44.2% |
| 6M | -11.1% | -19.6% | +8.5% | -8.5% |
| YTD | -3.4% | +17.2% | -20.5% | -9.8% |
| 1Y | +85.8% | +114.1% | -28.3% | +51.3% |
| 3Y | +264.7% | +27.0% | +237.6% | +222.6% |
| All | +62.5% | +112.6% | -50.1% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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