+74.8%
QCOM vs LUNR
+251.6%
-176.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.9% | -2.7% | +2.7% |
| 7D | +5.1% | +6.5% | -1.5% | +4.6% |
| 30D | +4.3% | -4.4% | +8.7% | +4.5% |
| 3M | -19.6% | -47.3% | +27.6% | -16.5% |
| 6M | +29.5% | -11.1% | +40.5% | +29.6% |
| YTD | +3.4% | -3.4% | +6.8% | +2.1% |
| 1Y | +10.9% | +85.8% | -74.9% | +4.8% |
| 3Y | +74.8% | +264.7% | -189.9% | +58.2% |
| All | +74.8% | +251.6% | -176.8% | +58.2% |
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 2023-09-08 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling