+113.9%
SOXX vs LUNR
+75.3%
+38.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.4% |
| 7D | +2.2% | -3.6% | +5.9% | +2.8% |
| 30D | -2.0% | +5.9% | -7.9% | -3.0% |
| 3M | -13.7% | -56.0% | +42.3% | -4.6% |
| 6M | +52.4% | -20.5% | +72.8% | +53.5% |
| YTD | +72.8% | -8.7% | +81.6% | +68.4% |
| 1Y | +113.9% | +75.9% | +38.0% | +83.2% |
| All | +113.9% | +75.3% | +38.6% | +83.2% |
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