+145.8%
PCAR vs LUNR
+54.8%
+91.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | -0.5% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | -6.9% | -5.3% | -1.6% | -6.9% |
| 3M | +2.1% | -45.6% | +47.7% | +2.5% |
| 6M | +1.6% | -17.4% | +19.0% | +1.6% |
| YTD | +12.2% | -7.9% | +20.2% | +12.1% |
| 1Y | +28.0% | +77.6% | -49.6% | +27.4% |
| 3Y | +61.0% | +247.4% | -186.5% | +60.5% |
| All | +145.8% | +54.8% | +91.0% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling