+88.4%
AXON vs CCJ
+159.0%
-70.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.1% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -22.8% | -13.2% | -9.6% | -20.3% |
| 3M | -48.8% | -27.6% | -21.1% | -44.7% |
| 6M | -16.3% | -38.7% | +22.4% | -6.5% |
| YTD | -44.5% | -22.7% | -21.8% | -42.3% |
| 1Y | -43.4% | -17.6% | -25.8% | -42.3% |
| 3Y | +44.3% | +62.7% | -18.4% | +17.1% |
| All | +88.4% | +159.0% | -70.6% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling