-16.8%
MCD vs LUNR
+77.6%
-94.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -1.0% |
| 7D | -2.9% | +0.5% | -3.4% | -2.8% |
| 30D | -6.7% | -5.3% | -1.4% | -6.8% |
| 3M | -9.6% | -45.6% | +36.1% | -10.3% |
| 6M | -22.3% | -17.4% | -4.9% | -22.2% |
| YTD | -15.4% | -7.9% | -7.5% | -15.1% |
| 1Y | -16.8% | +77.6% | -94.5% | -14.8% |
| All | -16.8% | +77.6% | -94.5% | -14.8% |
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