+20.4%
XLV vs LUNR
+73.3%
-52.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | -0.2% |
| 7D | -3.6% | -3.1% | -0.4% | -3.5% |
| 30D | -1.8% | -15.3% | +13.5% | -1.8% |
| 3M | +7.8% | -53.2% | +61.0% | +8.5% |
| 6M | +9.1% | -22.2% | +31.3% | +9.2% |
| YTD | +7.7% | -11.6% | +19.3% | +7.4% |
| 1Y | +20.4% | +68.4% | -48.0% | +21.2% |
| All | +20.4% | +73.3% | -52.9% | +21.2% |
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 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