+98.7%
SLB vs LUNR
+54.8%
+43.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | 0.0% |
| 7D | -1.9% | +0.5% | -2.4% | -1.9% |
| 30D | +7.8% | -5.3% | +13.1% | +7.8% |
| 3M | +2.7% | -45.6% | +48.3% | +3.1% |
| 6M | +22.2% | -17.4% | +39.5% | +22.1% |
| YTD | +51.1% | -7.9% | +59.0% | +50.7% |
| 1Y | +63.3% | +77.6% | -14.3% | +62.2% |
| 3Y | +2.4% | +247.4% | -245.0% | +2.2% |
| All | +98.7% | +54.8% | +43.9% | +105.3% |
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