+41.3%
SBUX vs LUNR
-9.9%
+51.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.2% | +10.0% | +4.8% |
| 7D | +6.3% | -14.3% | +20.6% | +6.6% |
| 30D | +16.2% | -30.5% | +46.7% | +17.0% |
| 3M | +5.1% | -28.9% | +34.0% | +5.8% |
| 6M | +5.7% | -60.8% | +66.6% | +7.4% |
| YTD | +32.6% | -38.8% | +71.5% | +33.4% |
| 1Y | +41.3% | -4.5% | +45.9% | +41.6% |
| All | +41.3% | -9.9% | +51.2% | +41.6% |
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