+1,180.9%
AXON vs CPB
-39.9%
+1,220.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -2.0% | -3.1% |
| 7D | -28.7% | +3.3% | -32.0% | -28.7% |
| 30D | -28.3% | +19.0% | -47.3% | -28.2% |
| 3M | -46.9% | +0.4% | -47.3% | -47.0% |
| 6M | -24.9% | +13.0% | -37.8% | -24.7% |
| YTD | -46.6% | -12.7% | -33.9% | -47.3% |
| 1Y | -49.7% | -20.9% | -28.8% | -50.6% |
| 3Y | +40.6% | -35.4% | +76.0% | +36.8% |
| 5Y | +71.9% | -32.3% | +104.1% | +67.7% |
| 10Y | +1,180.9% | -40.5% | +1,221.4% | +1,291.2% |
| All | +1,180.9% | -39.9% | +1,220.8% | +1,291.2% |
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 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