-11.3%
XRT vs LUNR
+51.5%
-62.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.8% |
| 7D | -3.6% | -0.5% | -3.0% | -3.6% |
| 30D | -6.7% | -11.3% | +4.6% | -6.6% |
| 3M | -1.4% | -44.9% | +43.5% | -0.6% |
| 6M | +1.7% | -17.3% | +19.0% | +1.6% |
| YTD | -1.5% | -9.9% | +8.5% | -1.9% |
| 1Y | -2.5% | +76.1% | -78.6% | -4.1% |
| 3Y | +39.9% | +240.0% | -200.1% | +36.3% |
| All | -11.3% | +51.5% | -62.8% | -12.8% |
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