+84.9%
SOXL vs LUNR
+51.5%
+33.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -5.9% | -7.9% |
| 7D | +8.5% | -0.5% | +9.0% | +8.5% |
| 30D | -13.0% | -11.3% | -1.7% | -12.1% |
| 3M | -35.9% | -44.9% | +9.0% | -33.3% |
| 6M | +112.1% | -17.3% | +129.4% | +116.9% |
| YTD | +175.4% | -9.9% | +185.3% | +179.9% |
| 1Y | +304.9% | +76.1% | +228.7% | +302.2% |
| 3Y | +448.6% | +240.0% | +208.6% | +463.6% |
| All | +84.9% | +51.5% | +33.4% | +86.9% |
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