+62.5%
LUNR vs OVV
+103.8%
-41.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.0% |
| 7D | +6.5% | -3.7% | +10.2% | +6.9% |
| 30D | -4.4% | +8.0% | -12.4% | -5.2% |
| 3M | -47.3% | +11.3% | -58.5% | -48.1% |
| 6M | -11.1% | +24.0% | -35.1% | -13.9% |
| YTD | -3.4% | +65.3% | -68.7% | -9.6% |
| 1Y | +85.8% | +60.2% | +25.6% | +74.1% |
| 3Y | +264.7% | +46.9% | +217.7% | +237.4% |
| All | +62.5% | +103.8% | -41.3% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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