+1,854.5%
AXON vs CHD
+124.1%
+1,730.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | +0.1% | -1.7% |
| 7D | -2.5% | -2.9% | +0.4% | -2.0% |
| 30D | -11.5% | -6.2% | -5.3% | -10.6% |
| 3M | +7.3% | +1.6% | +5.7% | +7.1% |
| 6M | -11.9% | -3.5% | -8.4% | -11.5% |
| YTD | -11.0% | +16.2% | -27.2% | -13.5% |
| 1Y | -31.8% | +3.4% | -35.1% | -32.4% |
| 3Y | +135.4% | +4.6% | +130.8% | +129.7% |
| 5Y | +176.9% | +21.1% | +155.7% | +157.4% |
| 10Y | +1,854.5% | +126.5% | +1,727.9% | +1,668.4% |
| All | +1,854.5% | +124.1% | +1,730.3% | +1,668.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling