+1,283.9%
STX vs LUNR
+228.4%
+1,055.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -3.6% |
| 7D | -2.3% | -3.1% | +0.9% | -2.0% |
| 30D | -5.5% | -15.3% | +9.9% | -4.0% |
| 3M | -4.3% | -53.2% | +48.9% | +1.2% |
| 6M | +115.6% | -22.2% | +137.8% | +117.0% |
| YTD | +202.2% | -11.6% | +213.8% | +199.0% |
| 1Y | +325.3% | +68.4% | +256.9% | +298.4% |
| 3Y | +1,283.9% | +216.8% | +1,067.1% | +1,138.7% |
| All | +1,283.9% | +228.4% | +1,055.5% | +1,138.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling