+29.8%
XLB vs LUNR
+34.7%
-4.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +0.5% | +24.2% | -23.6% | +0.3% |
| 30D | +5.2% | +18.0% | -12.8% | +4.9% |
| 3M | +0.3% | -26.0% | +26.3% | +0.5% |
| 6M | +1.2% | -63.6% | +64.7% | +1.9% |
| YTD | +16.6% | -19.9% | +36.6% | +16.4% |
| 1Y | +21.4% | +50.1% | -28.7% | +20.6% |
| 3Y | +43.2% | +374.5% | -331.2% | +42.2% |
| All | +29.8% | +34.7% | -4.9% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling