+48.7%
LUNR vs SYY
+24.1%
+24.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.0% |
| 7D | -3.1% | +3.9% | -7.1% | -3.8% |
| 30D | -15.3% | -1.7% | -13.6% | -15.1% |
| 3M | -53.2% | +5.2% | -58.3% | -53.8% |
| 6M | -22.2% | -0.2% | -22.0% | -22.6% |
| YTD | -11.6% | +15.4% | -27.0% | -14.1% |
| 1Y | +68.4% | +5.6% | +62.8% | +65.6% |
| 3Y | +216.8% | +28.9% | +187.9% | +198.5% |
| All | +48.7% | +24.1% | +24.6% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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