+6.6%
MDLZ vs LUNR
+348.3%
-341.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +2.3% | +24.2% | -21.9% | +2.6% |
| 30D | +7.9% | +18.0% | -10.0% | +8.3% |
| 3M | +7.3% | -26.0% | +33.2% | +7.2% |
| 6M | +11.7% | -63.6% | +75.2% | +11.4% |
| YTD | +28.7% | -19.9% | +48.6% | +29.0% |
| 1Y | +22.8% | +50.1% | -27.3% | +23.4% |
| 3Y | +6.6% | +374.5% | -367.9% | +7.4% |
| All | +6.6% | +348.3% | -341.7% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling