+229.1%
LUNR vs RY
+159.8%
+69.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.8% |
| 7D | -3.6% | +3.1% | -6.8% | -8.2% |
| 30D | +5.9% | -0.3% | +6.2% | +6.5% |
| 3M | -56.0% | +8.7% | -64.6% | -61.5% |
| 6M | -20.5% | +28.5% | -49.0% | -46.9% |
| YTD | -8.7% | +25.1% | -33.9% | -36.6% |
| 1Y | +75.9% | +46.3% | +29.6% | -2.1% |
| All | +229.1% | +159.8% | +69.3% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling