+45.9%
OXY vs LUNR
-9.9%
+55.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.2% | +0.1% | -5.1% |
| 7D | -8.8% | -14.3% | +5.5% | -8.9% |
| 30D | -1.7% | -30.5% | +28.8% | -1.8% |
| 3M | +4.5% | -28.9% | +33.4% | +4.4% |
| 6M | -4.0% | -60.8% | +56.8% | -4.1% |
| YTD | +41.4% | -38.8% | +80.2% | +37.2% |
| 1Y | +45.9% | -4.5% | +50.4% | +39.4% |
| All | +45.9% | -9.9% | +55.7% | +39.4% |
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 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