+138.7%
AXON vs CCJ
+177.8%
-39.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | -14.2% | +0.7% | -14.9% | -14.2% |
| 30D | -15.4% | +6.9% | -22.3% | -16.4% |
| 3M | +0.5% | -11.6% | +12.1% | +2.6% |
| 6M | -9.5% | -16.2% | +6.7% | -7.3% |
| YTD | -9.2% | +10.1% | -19.3% | -12.5% |
| 1Y | -29.4% | +32.3% | -61.6% | -34.8% |
| All | +138.7% | +177.8% | -39.1% | +91.9% |
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