+52.5%
SOXX vs LUNR
-9.9%
+62.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -2.2% |
| 7D | -13.7% | -14.3% | +0.6% | -11.2% |
| 30D | -23.6% | -30.5% | +6.9% | -18.7% |
| 3M | -16.9% | -28.9% | +12.0% | -12.2% |
| 6M | -2.4% | -60.8% | +58.4% | +10.0% |
| YTD | +49.8% | -38.8% | +88.6% | +56.1% |
| 1Y | +52.5% | -4.5% | +57.0% | +47.8% |
| All | +52.5% | -9.9% | +62.4% | +47.8% |
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