+73.4%
XLI vs LUNR
+54.8%
+18.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.7% | +3.2% | -1.5% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | -6.9% | -5.3% | -1.6% | -6.9% |
| 3M | -1.9% | -45.6% | +43.7% | -1.4% |
| 6M | +1.0% | -17.4% | +18.4% | +1.0% |
| YTD | +11.3% | -7.9% | +19.3% | +11.0% |
| 1Y | +15.8% | +77.6% | -61.8% | +14.8% |
| 3Y | +69.8% | +247.4% | -177.6% | +68.6% |
| All | +73.4% | +54.8% | +18.6% | +75.5% |
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 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