+12.0%
XLB vs LUNR
+73.3%
-61.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | -2.8% | -3.1% | +0.3% | -2.7% |
| 30D | -3.1% | -15.3% | +12.2% | -2.6% |
| 3M | -0.2% | -53.2% | +53.0% | +2.6% |
| 6M | +3.1% | -22.2% | +25.3% | +2.9% |
| YTD | +13.3% | -11.6% | +24.9% | +11.5% |
| 1Y | +12.0% | +68.4% | -56.4% | +3.1% |
| All | +12.0% | +73.3% | -61.3% | +3.1% |
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