+4,327.8%
AXON vs CDW
+942.7%
+3,385.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -6.1% | -3.7% | -6.9% |
| 7D | -12.7% | -4.1% | -8.5% | -11.2% |
| 30D | -8.6% | +16.7% | -25.4% | -15.5% |
| 3M | -37.2% | +13.6% | -50.8% | -41.9% |
| 6M | +0.5% | +17.0% | -16.5% | -10.6% |
| YTD | -32.6% | +18.1% | -50.8% | -41.3% |
| 1Y | -40.2% | +10.5% | -50.6% | -46.0% |
| 3Y | +76.1% | -20.9% | +97.0% | +81.8% |
| 5Y | +109.5% | -9.3% | +118.8% | +97.2% |
| 10Y | +1,640.5% | +310.6% | +1,329.9% | +631.2% |
| All | +4,327.8% | +942.7% | +3,385.1% | +1,485.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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