+74.0%
XLI vs LUNR
+48.7%
+25.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.1% |
| 7D | -1.7% | -3.1% | +1.5% | -1.6% |
| 30D | -7.3% | -15.3% | +8.1% | -7.1% |
| 3M | -1.3% | -53.2% | +51.8% | -0.6% |
| 6M | +2.2% | -22.2% | +24.5% | +2.2% |
| YTD | +11.7% | -11.6% | +23.3% | +11.4% |
| 1Y | +14.3% | +68.4% | -54.2% | +13.3% |
| 3Y | +70.3% | +216.8% | -146.4% | +69.1% |
| All | +74.0% | +48.7% | +25.3% | +76.2% |
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