-4.3%
FXI vs LUNR
+62.5%
-66.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.9% | -8.3% | -2.5% |
| 7D | -1.0% | +6.5% | -7.5% | -1.0% |
| 30D | -3.2% | -4.4% | +1.2% | -3.2% |
| 3M | +1.7% | -47.3% | +48.9% | +2.3% |
| 6M | -1.6% | -11.1% | +9.5% | -1.7% |
| YTD | -7.9% | -3.4% | -4.5% | -8.2% |
| 1Y | -9.6% | +85.8% | -95.4% | -10.5% |
| 3Y | +40.5% | +264.7% | -224.2% | +38.9% |
| All | -4.3% | +62.5% | -66.8% | -4.7% |
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