+48.7%
LUNR vs SCCO
+313.0%
-264.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -3.1% | -2.7% | -0.5% | -2.0% |
| 30D | -15.3% | -0.7% | -14.6% | -15.3% |
| 3M | -53.2% | +8.1% | -61.3% | -55.1% |
| 6M | -22.2% | +4.1% | -26.3% | -23.8% |
| YTD | -11.6% | +41.1% | -52.7% | -21.5% |
| 1Y | +68.4% | +95.6% | -27.1% | +35.7% |
| 3Y | +216.8% | +179.3% | +37.5% | +137.1% |
| All | +48.7% | +313.0% | -264.3% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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