+75.9%
LUNR vs SOXQ
+111.3%
-35.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.6% | -2.6% |
| 7D | -3.6% | +2.3% | -6.0% | -5.9% |
| 30D | +5.9% | -2.3% | +8.1% | +8.8% |
| 3M | -56.0% | -13.8% | -42.2% | -49.9% |
| 6M | -20.5% | +48.6% | -69.1% | -52.8% |
| YTD | -8.7% | +66.0% | -74.7% | -53.0% |
| 1Y | +75.9% | +107.9% | -32.0% | -17.1% |
| All | +75.9% | +111.3% | -35.4% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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