-17.3%
LUNR vs SOXQ
+48.7%
-66.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | +0.4% |
| 7D | -0.5% | +2.3% | -2.9% | -2.8% |
| 30D | -11.3% | -3.9% | -7.4% | -7.6% |
| 3M | -44.9% | -4.7% | -40.2% | -44.8% |
| 6M | -17.3% | +47.9% | -65.2% | -55.6% |
| All | -17.3% | +48.7% | -66.0% | -55.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling