-0.3%
SBUX vs LUNR
+54.8%
-55.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.9% |
| 7D | -6.3% | +0.5% | -6.8% | -6.3% |
| 30D | -3.9% | -5.3% | +1.5% | -3.8% |
| 3M | +3.3% | -45.6% | +48.9% | +3.9% |
| 6M | +1.4% | -17.4% | +18.8% | +1.4% |
| YTD | +21.0% | -7.9% | +28.9% | +20.5% |
| 1Y | +22.4% | +77.6% | -55.2% | +21.0% |
| 3Y | +13.2% | +247.4% | -234.2% | +11.7% |
| All | -0.3% | +54.8% | -55.2% | -4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling