+44.3%
AXON vs CCJ
+67.4%
-23.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.0% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -22.8% | -13.2% | -9.6% | -20.5% |
| 3M | -48.8% | -27.6% | -21.1% | -45.1% |
| 6M | -16.3% | -38.7% | +22.4% | -7.6% |
| YTD | -44.5% | -22.7% | -21.8% | -42.5% |
| 1Y | -43.4% | -17.6% | -25.8% | -42.2% |
| 3Y | +44.3% | +62.7% | -18.4% | +22.9% |
| All | +44.3% | +67.4% | -23.1% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling