+48.7%
LUNR vs XHB
+22.1%
+26.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.5% |
| 7D | -3.1% | -4.6% | +1.5% | -1.3% |
| 30D | -15.3% | -9.1% | -6.2% | -12.0% |
| 3M | -53.2% | -8.6% | -44.6% | -51.6% |
| 6M | -22.2% | -4.0% | -18.2% | -21.0% |
| YTD | -11.6% | -3.9% | -7.6% | -10.7% |
| 1Y | +68.4% | -16.5% | +84.9% | +78.9% |
| 3Y | +216.8% | +22.6% | +194.2% | +224.1% |
| All | +48.7% | +22.1% | +26.6% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling