+62.5%
LUNR vs SPXU
-83.8%
+146.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.2% | +6.4% |
| 7D | +6.5% | -1.5% | +8.0% | +6.0% |
| 30D | -4.4% | +3.7% | -8.1% | -3.2% |
| 3M | -47.3% | -9.6% | -37.7% | -48.2% |
| 6M | -11.1% | -32.4% | +21.3% | -17.6% |
| YTD | -3.4% | -28.7% | +25.3% | -8.8% |
| 1Y | +85.8% | -38.2% | +124.0% | +72.5% |
| 3Y | +264.7% | -80.4% | +345.1% | +237.9% |
| All | +62.5% | -83.8% | +146.3% | +59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling