-5.7%
FXI vs LUNR
+48.7%
-54.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.3% | +0.4% |
| 7D | -3.9% | -3.1% | -0.8% | -3.8% |
| 30D | -2.1% | -15.3% | +13.2% | -2.0% |
| 3M | -0.5% | -53.2% | +52.7% | +0.2% |
| 6M | -4.5% | -22.2% | +17.7% | -4.5% |
| YTD | -9.2% | -11.6% | +2.3% | -9.5% |
| 1Y | -13.8% | +68.4% | -82.2% | -14.5% |
| 3Y | +36.6% | +216.8% | -180.2% | +35.2% |
| All | -5.7% | +48.7% | -54.4% | -6.0% |
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 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