+1,060.5%
AXON vs CPB
-40.1%
+1,100.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.3% |
| 7D | -25.6% | -4.1% | -21.6% | -25.6% |
| 30D | -23.9% | +16.9% | -40.8% | -23.8% |
| 3M | -50.4% | -0.6% | -49.9% | -50.5% |
| 6M | -20.0% | +11.4% | -31.4% | -19.8% |
| YTD | -44.5% | -14.8% | -29.6% | -45.2% |
| 1Y | -44.9% | -24.8% | -20.1% | -45.9% |
| 3Y | +44.7% | -36.6% | +81.3% | +41.2% |
| 5Y | +86.7% | -33.3% | +120.0% | +82.2% |
| 10Y | +1,060.5% | -40.4% | +1,100.9% | +1,022.4% |
| All | +1,060.5% | -40.1% | +1,100.6% | +1,022.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling