+220.8%
RCL vs LUNR
+54.8%
+166.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.7% |
| 7D | -2.2% | +0.5% | -2.7% | -2.2% |
| 30D | -15.7% | -5.3% | -10.3% | -15.6% |
| 3M | -8.0% | -45.6% | +37.6% | -7.2% |
| 6M | -10.1% | -17.4% | +7.2% | -10.2% |
| YTD | -5.9% | -7.9% | +2.1% | -6.3% |
| 1Y | -23.5% | +77.6% | -101.1% | -24.6% |
| 3Y | +174.4% | +247.4% | -73.1% | +172.2% |
| All | +220.8% | +54.8% | +166.0% | +200.1% |
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 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