+1,304.8%
AXON vs CSGP
+63.3%
+1,241.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -4.7% | -13.5% | -16.1% |
| 7D | -26.8% | +1.3% | -28.1% | -27.0% |
| 30D | -22.9% | +10.7% | -33.6% | -27.1% |
| 3M | -40.1% | +3.3% | -43.4% | -41.7% |
| 6M | -18.9% | -10.3% | -8.6% | -16.2% |
| YTD | -44.9% | -54.6% | +9.7% | -24.0% |
| 1Y | -46.7% | -54.6% | +8.0% | -26.6% |
| 3Y | +44.3% | -60.3% | +104.7% | +101.6% |
| 5Y | +71.4% | -63.3% | +134.7% | +139.0% |
| All | +1,304.8% | +63.3% | +1,241.5% | +1,253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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