-4.5%
LUNR vs XHB
+5.8%
-10.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.4% | -10.7% | -7.9% |
| 7D | -14.3% | +9.7% | -24.1% | -19.1% |
| 30D | -30.5% | +11.7% | -42.2% | -35.0% |
| 3M | -28.9% | -1.4% | -27.5% | -28.7% |
| 6M | -60.8% | +6.8% | -67.6% | -62.4% |
| YTD | -38.8% | +5.5% | -44.3% | -43.4% |
| 1Y | -4.5% | +5.1% | -9.7% | -15.1% |
| All | -4.5% | +5.8% | -10.3% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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