+176.9%
AXON vs CNC
+1.4%
+175.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -2.0% |
| 7D | -2.5% | -1.0% | -1.5% | -2.5% |
| 30D | -11.5% | -1.8% | -9.7% | -11.5% |
| 3M | +7.3% | -0.7% | +8.0% | +7.3% |
| 6M | -11.9% | +47.9% | -59.9% | -11.5% |
| YTD | -11.0% | +56.9% | -67.9% | -10.4% |
| 1Y | -31.8% | +123.9% | -155.7% | -30.4% |
| 3Y | +135.4% | -1.3% | +136.7% | +135.1% |
| 5Y | +176.9% | +2.8% | +174.1% | +200.4% |
| All | +176.9% | +1.4% | +175.4% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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