-4.6%
MDLZ vs LUNR
+241.9%
-246.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.7% | +6.0% | +1.2% |
| 7D | 0.0% | +0.5% | -0.6% | 0.0% |
| 30D | +1.4% | -5.3% | +6.8% | +1.4% |
| 3M | 0.0% | -45.6% | +45.6% | -0.1% |
| 6M | +9.1% | -17.4% | +26.5% | +9.2% |
| YTD | +17.9% | -7.9% | +25.9% | +18.1% |
| 1Y | +3.2% | +77.6% | -74.4% | +3.6% |
| All | -4.6% | +241.9% | -246.5% | -9.1% |
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