+75.9%
LUNR vs XLRE
+9.1%
+66.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.2% |
| 7D | -3.6% | -1.2% | -2.4% | -2.9% |
| 30D | +5.9% | -2.8% | +8.7% | +7.6% |
| 3M | -56.0% | -0.2% | -55.8% | -57.0% |
| 6M | -20.5% | +1.9% | -22.4% | -27.6% |
| YTD | -8.7% | +10.6% | -19.3% | -23.4% |
| 1Y | +75.9% | +8.8% | +67.1% | +50.2% |
| All | +75.9% | +9.1% | +66.8% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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