+112.2%
USO vs LUNR
+73.3%
+38.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.2% |
| 7D | +9.1% | -3.1% | +12.2% | +9.0% |
| 30D | +21.7% | -15.3% | +37.0% | +21.3% |
| 3M | +20.2% | -53.2% | +73.4% | +19.5% |
| 6M | +43.4% | -22.2% | +65.6% | +42.6% |
| YTD | +124.0% | -11.6% | +135.6% | +119.4% |
| 1Y | +112.2% | +68.4% | +43.8% | +114.0% |
| All | +112.2% | +73.3% | +38.9% | +114.0% |
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 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