+94.6%
SOXL vs LUNR
+48.7%
+45.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.8% | +7.1% | +5.4% |
| 7D | +3.9% | -3.1% | +7.0% | +4.1% |
| 30D | -14.3% | -15.3% | +1.0% | -13.3% |
| 3M | -45.6% | -53.2% | +7.6% | -42.9% |
| 6M | +117.2% | -22.2% | +139.4% | +122.8% |
| YTD | +189.8% | -11.6% | +201.4% | +194.9% |
| 1Y | +317.7% | +68.4% | +249.3% | +315.8% |
| 3Y | +478.6% | +216.8% | +261.9% | +494.3% |
| All | +94.6% | +48.7% | +45.9% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling