-7.1%
XRT vs LUNR
+53.5%
-60.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +1.0% |
| 7D | +0.8% | -3.6% | +4.4% | +0.9% |
| 30D | -4.2% | +5.9% | -10.1% | -4.3% |
| 3M | +5.1% | -56.0% | +61.0% | +6.3% |
| 6M | +2.4% | -20.5% | +22.9% | +2.4% |
| YTD | +3.2% | -8.7% | +11.9% | +2.7% |
| 1Y | +1.5% | +75.9% | -74.4% | -0.1% |
| 3Y | +40.6% | +202.9% | -162.3% | +36.9% |
| All | -7.1% | +53.5% | -60.6% | -8.7% |
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