-1.6%
SBUX vs LUNR
+48.7%
-50.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | -0.5% |
| 7D | -5.5% | -3.1% | -2.4% | -5.5% |
| 30D | -8.5% | -15.3% | +6.9% | -8.3% |
| 3M | -2.9% | -53.2% | +50.3% | -2.2% |
| 6M | -1.5% | -22.2% | +20.7% | -1.5% |
| YTD | +19.4% | -11.6% | +31.0% | +19.0% |
| 1Y | +22.9% | +68.4% | -45.5% | +21.6% |
| 3Y | +11.3% | +216.8% | -205.5% | +9.9% |
| All | -1.6% | +48.7% | -50.3% | -5.2% |
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