+48.7%
LUNR vs MCO
+23.7%
+25.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.5% | -2.2% |
| 7D | -3.1% | -3.8% | +0.7% | -2.2% |
| 30D | -15.3% | -0.4% | -14.9% | -15.5% |
| 3M | -53.2% | +7.7% | -60.9% | -54.6% |
| 6M | -22.2% | +7.0% | -29.2% | -24.7% |
| YTD | -11.6% | -6.4% | -5.2% | -11.5% |
| 1Y | +68.4% | -7.6% | +76.1% | +69.1% |
| 3Y | +216.8% | +43.2% | +173.5% | +221.3% |
| All | +48.7% | +23.7% | +25.0% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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