+75.9%
LUNR vs SPXU
-40.4%
+116.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | +2.3% |
| 7D | -3.6% | -0.1% | -3.5% | -3.7% |
| 30D | +5.9% | +0.8% | +5.0% | +7.3% |
| 3M | -56.0% | -4.7% | -51.3% | -56.3% |
| 6M | -20.5% | -29.6% | +9.2% | -41.6% |
| YTD | -8.7% | -29.9% | +21.1% | -33.0% |
| 1Y | +75.9% | -39.1% | +115.0% | +26.4% |
| All | +75.9% | -40.4% | +116.3% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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