+54.8%
LUNR vs WCN
+21.9%
+32.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.5% |
| 7D | +0.5% | -1.7% | +2.3% | +0.8% |
| 30D | -5.3% | -3.0% | -2.3% | -4.9% |
| 3M | -45.6% | +2.5% | -48.2% | -46.4% |
| 6M | -17.4% | -5.7% | -11.7% | -16.1% |
| YTD | -7.9% | -7.4% | -0.5% | -6.0% |
| 1Y | +77.6% | -8.6% | +86.3% | +81.7% |
| 3Y | +247.4% | +19.4% | +228.1% | +210.0% |
| All | +54.8% | +21.9% | +32.9% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling