+1,852.6%
AXON vs CSGP
+45.2%
+1,807.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.4% | -1.7% | -3.1% |
| 7D | -14.2% | -4.1% | -10.1% | -12.4% |
| 30D | -15.4% | +2.3% | -17.7% | -16.2% |
| 3M | +0.5% | -8.2% | +8.7% | +3.9% |
| 6M | -9.5% | -35.1% | +25.6% | +9.5% |
| YTD | -9.2% | -54.0% | +44.8% | +26.1% |
| 1Y | -29.4% | -65.3% | +35.9% | +11.3% |
| 3Y | +139.4% | -62.6% | +202.0% | +249.2% |
| 5Y | +178.9% | -64.8% | +243.7% | +301.2% |
| All | +1,852.6% | +45.2% | +1,807.3% | +1,647.5% |
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