-39.9%
AXON vs CPB
-18.4%
-21.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.1% | +0.3% |
| 7D | +0.2% | +13.0% | -12.7% | -2.9% |
| 30D | +3.0% | +20.5% | -17.5% | -2.0% |
| 3M | -30.1% | +2.2% | -32.3% | -31.1% |
| 6M | +7.7% | +15.4% | -7.7% | +4.5% |
| YTD | -25.3% | -12.3% | -13.0% | -31.4% |
| 1Y | -39.9% | -18.0% | -22.0% | -45.2% |
| All | -39.9% | -18.4% | -21.5% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling