+53.5%
LUNR vs OVV
+105.9%
-52.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +0.9% |
| 7D | -3.6% | +0.3% | -3.9% | -3.7% |
| 30D | +5.9% | +11.7% | -5.9% | +4.5% |
| 3M | -56.0% | +9.8% | -65.8% | -56.5% |
| 6M | -20.5% | +26.6% | -47.0% | -23.2% |
| YTD | -8.7% | +67.0% | -75.8% | -14.7% |
| 1Y | +75.9% | +55.9% | +20.0% | +65.3% |
| 3Y | +202.9% | +45.5% | +157.4% | +179.6% |
| All | +53.5% | +105.9% | -52.4% | +43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling