+1,180.9%
AXON vs CHD
+181.4%
+999.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.4% |
| 7D | -28.7% | +0.8% | -29.5% | -28.8% |
| 30D | -28.3% | +13.5% | -41.8% | -29.7% |
| 3M | -46.9% | +8.1% | -55.1% | -47.5% |
| 6M | -24.9% | +19.9% | -44.7% | -26.8% |
| YTD | -46.6% | +34.0% | -80.6% | -49.1% |
| 1Y | -49.7% | +29.8% | -79.5% | -51.8% |
| 3Y | +40.6% | +28.7% | +11.8% | +32.9% |
| 5Y | +71.9% | +31.8% | +40.1% | +59.3% |
| 10Y | +1,180.9% | +178.2% | +1,002.7% | +1,057.5% |
| All | +1,180.9% | +181.4% | +999.5% | +1,057.5% |
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