+1,060.5%
AXON vs EIX
+34.4%
+1,026.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.7% | +4.4% |
| 7D | -25.6% | -2.5% | -23.1% | -25.1% |
| 30D | -23.9% | +7.7% | -31.6% | -25.0% |
| 3M | -50.4% | -12.9% | -37.6% | -49.2% |
| 6M | -20.0% | -12.7% | -7.3% | -18.4% |
| YTD | -44.5% | +5.5% | -49.9% | -46.3% |
| 1Y | -44.9% | +9.4% | -54.2% | -47.2% |
| 3Y | +44.7% | +9.7% | +35.0% | +35.1% |
| 5Y | +86.7% | +16.9% | +69.8% | +68.2% |
| 10Y | +1,060.5% | +34.3% | +1,026.2% | +873.5% |
| All | +1,060.5% | +34.4% | +1,026.1% | +873.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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