+8.5%
LUNR vs LDOS
+51.1%
-42.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -2.3% | +23.8% | +22.7% |
| 7D | -1.9% | -7.2% | +5.3% | +1.4% |
| 30D | -27.3% | +16.8% | -44.2% | -34.5% |
| 3M | -29.9% | -1.6% | -28.3% | -30.5% |
| 6M | -60.2% | -1.0% | -59.3% | -60.9% |
| YTD | -35.5% | -25.8% | -9.7% | -24.0% |
| 1Y | +9.5% | -31.1% | +40.6% | +35.2% |
| 3Y | +226.2% | +32.8% | +193.4% | +200.1% |
| All | +8.5% | +51.1% | -42.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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