+50.6%
LYB vs LUNR
-9.9%
+60.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.2% | +0.5% | -4.8% |
| 7D | -6.2% | -14.3% | +8.1% | -6.4% |
| 30D | +6.3% | -30.5% | +36.8% | +6.0% |
| 3M | +4.1% | -28.9% | +33.0% | +3.9% |
| 6M | -15.5% | -60.8% | +45.4% | -15.6% |
| YTD | +50.2% | -38.8% | +89.1% | +49.4% |
| 1Y | +50.6% | -4.5% | +55.1% | +51.0% |
| All | +50.6% | -9.9% | +60.5% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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