+1,852.6%
AXON vs CVE
+159.5%
+1,693.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.0% |
| 7D | -14.2% | +2.5% | -16.7% | -14.5% |
| 30D | -15.4% | +16.7% | -32.1% | -17.4% |
| 3M | +0.5% | +9.3% | -8.8% | -1.3% |
| 6M | -9.5% | +43.6% | -53.1% | -15.3% |
| YTD | -9.2% | +93.6% | -102.8% | -19.3% |
| 1Y | -29.4% | +98.8% | -128.1% | -37.7% |
| 3Y | +139.4% | +73.6% | +65.8% | +112.3% |
| 5Y | +178.9% | +312.5% | -133.6% | +108.2% |
| All | +1,852.6% | +159.5% | +1,693.1% | +1,167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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