+48.7%
LUNR vs WCN
+20.8%
+27.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -3.1% | -3.1% | 0.0% | -2.6% |
| 30D | -15.3% | -3.4% | -12.0% | -14.9% |
| 3M | -53.2% | +3.0% | -56.1% | -53.9% |
| 6M | -22.2% | -3.8% | -18.5% | -21.9% |
| YTD | -11.6% | -8.3% | -3.3% | -9.6% |
| 1Y | +68.4% | -9.7% | +78.2% | +72.7% |
| 3Y | +216.8% | +17.2% | +199.6% | +184.2% |
| All | +48.7% | +20.8% | +27.9% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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