+68.4%
LUNR vs WCC
+66.6%
+1.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.6% | -4.6% |
| 7D | -3.1% | +1.5% | -4.6% | -4.2% |
| 30D | -15.3% | -2.1% | -13.2% | -13.9% |
| 3M | -53.2% | +3.8% | -57.0% | -54.8% |
| 6M | -22.2% | +35.0% | -57.2% | -39.0% |
| YTD | -11.6% | +46.4% | -57.9% | -37.1% |
| 1Y | +68.4% | +63.0% | +5.4% | +15.6% |
| All | +68.4% | +66.6% | +1.9% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling