+28.4%
XBI vs LUNR
+51.5%
-23.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.6% |
| 7D | -4.6% | -0.5% | -4.1% | -4.6% |
| 30D | -0.8% | -11.3% | +10.5% | -0.6% |
| 3M | +21.8% | -44.9% | +66.7% | +22.9% |
| 6M | +23.2% | -17.3% | +40.5% | +23.1% |
| YTD | +28.7% | -9.9% | +38.7% | +28.3% |
| 1Y | +67.8% | +76.1% | -8.4% | +65.6% |
| 3Y | +100.6% | +240.0% | -139.4% | +96.9% |
| All | +28.4% | +51.5% | -23.1% | +35.9% |
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