+75.9%
LUNR vs XYL
-23.4%
+99.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.8% | +1.6% |
| 7D | -3.6% | -5.0% | +1.4% | -1.6% |
| 30D | +5.9% | -13.2% | +19.1% | +11.9% |
| 3M | -56.0% | -3.7% | -52.3% | -57.3% |
| 6M | -20.5% | -17.7% | -2.8% | -12.5% |
| YTD | -8.7% | -21.5% | +12.8% | -3.4% |
| 1Y | +75.9% | -24.5% | +100.4% | +100.3% |
| All | +75.9% | -23.4% | +99.3% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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