-91.6%
SOXS vs LUNR
-9.9%
-81.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.2% | +14.0% | +5.9% |
| 7D | +46.7% | -14.3% | +61.0% | +37.8% |
| 30D | +97.0% | -30.5% | +127.5% | +72.0% |
| 3M | +39.5% | -28.9% | +68.4% | +28.9% |
| 6M | -54.9% | -60.8% | +5.9% | -61.5% |
| YTD | -90.4% | -38.8% | -51.6% | -89.2% |
| 1Y | -91.6% | -4.5% | -87.1% | -88.0% |
| All | -91.6% | -9.9% | -81.8% | -88.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling