+48.7%
LUNR vs SOXQ
+218.5%
-169.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.6% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -15.3% | -4.6% | -10.8% | -13.5% |
| 3M | -53.2% | -10.2% | -43.0% | -51.1% |
| 6M | -22.2% | +49.7% | -71.9% | -31.2% |
| YTD | -11.6% | +67.2% | -78.8% | -24.0% |
| 1Y | +68.4% | +98.0% | -29.6% | +40.5% |
| 3Y | +216.8% | +237.2% | -20.4% | +174.7% |
| All | +48.7% | +218.5% | -169.8% | +45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling