+68.4%
LUNR vs XHB
-14.9%
+83.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.8% |
| 7D | -3.1% | -4.6% | +1.5% | -0.3% |
| 30D | -15.3% | -9.1% | -6.2% | -10.2% |
| 3M | -53.2% | -8.6% | -44.6% | -50.7% |
| 6M | -22.2% | -4.0% | -18.2% | -21.8% |
| YTD | -11.6% | -3.9% | -7.6% | -14.8% |
| 1Y | +68.4% | -16.5% | +84.9% | +71.0% |
| All | +68.4% | -14.9% | +83.3% | +71.0% |
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