+75.9%
LUNR vs ZM
+21.7%
+54.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.5% | -0.3% |
| 7D | -3.6% | +2.9% | -6.6% | -4.5% |
| 30D | +5.9% | +0.7% | +5.2% | +5.4% |
| 3M | -56.0% | -3.7% | -52.3% | -55.4% |
| 6M | -20.5% | +29.9% | -50.3% | -29.0% |
| YTD | -8.7% | +17.4% | -26.2% | -15.6% |
| 1Y | +75.9% | +22.4% | +53.5% | +63.0% |
| All | +75.9% | +21.7% | +54.2% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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