+500.8%
VLO vs LUNR
+62.5%
+438.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.9% | -2.6% | +3.3% |
| 7D | +5.8% | +6.5% | -0.8% | +5.7% |
| 30D | +28.3% | -4.4% | +32.7% | +28.4% |
| 3M | +48.7% | -47.3% | +96.0% | +48.9% |
| 6M | +71.9% | -11.1% | +83.0% | +71.8% |
| YTD | +138.7% | -3.4% | +142.1% | +138.4% |
| 1Y | +148.5% | +85.8% | +62.7% | +148.1% |
| 3Y | +192.7% | +264.7% | -72.0% | +196.1% |
| All | +500.8% | +62.5% | +438.3% | +532.7% |
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 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