+1,028.0%
AXON vs CPB
-40.9%
+1,068.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | -27.4% | +2.9% | -30.2% | -27.4% |
| 30D | -28.5% | +17.6% | -46.1% | -28.4% |
| 3M | -49.3% | +2.0% | -51.3% | -49.3% |
| 6M | -25.0% | +11.6% | -36.7% | -24.9% |
| YTD | -46.7% | -13.8% | -33.0% | -47.4% |
| 1Y | -48.3% | -21.6% | -26.7% | -49.2% |
| 3Y | +38.8% | -35.8% | +74.6% | +35.4% |
| 5Y | +77.7% | -33.3% | +111.0% | +73.5% |
| 10Y | +1,028.0% | -39.4% | +1,067.5% | +992.4% |
| All | +1,028.0% | -40.9% | +1,068.9% | +992.4% |
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