+81.7%
ORCL vs LUNR
+62.5%
+19.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.9% | -3.5% | +2.2% |
| 7D | +15.0% | +6.5% | +8.5% | +14.8% |
| 30D | +10.5% | -4.4% | +14.9% | +10.6% |
| 3M | -23.0% | -47.3% | +24.3% | -22.0% |
| 6M | +7.0% | -11.1% | +18.1% | +6.9% |
| YTD | -15.8% | -3.4% | -12.4% | -16.2% |
| 1Y | -31.1% | +85.8% | -116.9% | -32.2% |
| 3Y | +33.3% | +264.7% | -231.4% | +31.9% |
| All | +81.7% | +62.5% | +19.2% | +94.0% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling