0.0%
SHOP vs LUNR
+75.3%
-75.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.6% |
| 7D | -5.1% | -3.6% | -1.5% | -4.8% |
| 30D | +0.6% | +5.9% | -5.3% | -0.3% |
| 3M | +25.0% | -56.0% | +81.0% | +35.0% |
| 6M | +11.9% | -20.5% | +32.4% | +8.5% |
| YTD | -9.9% | -8.7% | -1.1% | -15.5% |
| 1Y | 0.0% | +75.9% | -75.9% | -26.6% |
| All | 0.0% | +75.3% | -75.3% | -26.6% |
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