+24.4%
MDLZ vs LUNR
-9.9%
+34.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.2% | +8.7% | +3.3% |
| 7D | +8.9% | -14.3% | +23.2% | +8.5% |
| 30D | +15.2% | -30.5% | +45.7% | +14.4% |
| 3M | +9.5% | -28.9% | +38.4% | +8.9% |
| 6M | +11.7% | -60.8% | +72.5% | +11.0% |
| YTD | +28.4% | -38.8% | +67.3% | +27.5% |
| 1Y | +24.4% | -4.5% | +28.9% | +22.6% |
| All | +24.4% | -9.9% | +34.3% | +22.6% |
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