-3.3%
XRT vs LUNR
+34.7%
-38.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.7% | +24.2% | -22.4% | +1.4% |
| 30D | +7.5% | +18.0% | -10.5% | +7.1% |
| 3M | +2.2% | -26.0% | +28.2% | +2.5% |
| 6M | +14.7% | -63.6% | +78.2% | +16.1% |
| YTD | +7.5% | -19.9% | +27.4% | +7.1% |
| 1Y | +14.1% | +50.1% | -36.0% | +12.4% |
| 3Y | +58.8% | +374.5% | -315.7% | +54.7% |
| All | -3.3% | +34.7% | -38.0% | -4.8% |
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