+216.8%
LUNR vs SPXU
-79.9%
+296.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -4.0% |
| 7D | -3.1% | +2.5% | -5.6% | -1.0% |
| 30D | -15.3% | +4.2% | -19.5% | -12.0% |
| 3M | -53.2% | -9.3% | -43.9% | -56.0% |
| 6M | -22.2% | -30.7% | +8.5% | -37.7% |
| YTD | -11.6% | -28.1% | +16.5% | -26.1% |
| 1Y | +68.4% | -35.2% | +103.7% | +35.4% |
| 3Y | +216.8% | -79.9% | +296.7% | +58.3% |
| All | +216.8% | -79.9% | +296.7% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling