-18.5%
SOFI vs LUNR
+51.5%
-70.0%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.6% |
| 7D | -7.0% | -0.5% | -6.5% | -7.0% |
| 30D | -4.3% | -11.3% | +7.0% | -3.7% |
| 3M | +8.4% | -44.9% | +53.3% | +11.3% |
| 6M | -5.9% | -17.3% | +11.4% | -5.9% |
| YTD | -34.3% | -9.9% | -24.3% | -34.8% |
| 1Y | -32.6% | +76.1% | -108.7% | -35.1% |
| 3Y | +101.3% | +240.0% | -138.7% | +91.8% |
| All | -18.5% | +51.5% | -70.0% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 all: compounded portfolio wealth divided by compounded LUNR 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…
all analysis · Full analysis span regression · 6 months rolling