+216.8%
LUNR vs XPO
+151.0%
+65.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -3.1% | -5.7% | +2.5% | -0.5% |
| 30D | -15.3% | -12.8% | -2.5% | -9.7% |
| 3M | -53.2% | -20.0% | -33.2% | -48.3% |
| 6M | -22.2% | -6.0% | -16.2% | -20.3% |
| YTD | -11.6% | +34.0% | -45.6% | -22.4% |
| 1Y | +68.4% | +35.6% | +32.9% | +45.9% |
| 3Y | +216.8% | +152.3% | +64.5% | +99.8% |
| All | +216.8% | +151.0% | +65.8% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling