+211.2%
SOXX vs LUNR
+48.7%
+162.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +1.9% |
| 7D | +1.4% | -3.1% | +4.5% | +1.5% |
| 30D | -3.6% | -15.3% | +11.8% | -3.2% |
| 3M | -10.2% | -53.2% | +43.0% | -8.9% |
| 6M | +54.2% | -22.2% | +76.5% | +54.8% |
| YTD | +75.2% | -11.6% | +86.8% | +75.3% |
| 1Y | +107.5% | +68.4% | +39.1% | +105.9% |
| 3Y | +226.8% | +216.8% | +10.0% | +227.9% |
| All | +211.2% | +48.7% | +162.5% | +208.7% |
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