+9,467.2%
AXON vs COPX
+186.2%
+9,280.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.5% | -3.9% |
| 7D | -14.2% | -4.0% | -10.2% | -12.7% |
| 30D | -15.4% | +4.5% | -19.9% | -16.7% |
| 3M | +0.5% | +0.8% | -0.3% | -0.8% |
| 6M | -9.5% | +3.2% | -12.7% | -12.7% |
| YTD | -9.2% | +26.7% | -35.9% | -19.8% |
| 1Y | -29.4% | +85.7% | -115.1% | -46.9% |
| 3Y | +139.4% | +151.2% | -11.8% | +51.5% |
| 5Y | +178.9% | +170.0% | +8.9% | +65.6% |
| 10Y | +1,840.8% | +572.9% | +1,267.9% | +603.3% |
| All | +9,467.2% | +186.2% | +9,280.9% | +4,113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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