+1,180.9%
AXON vs EIX
+30.9%
+1,149.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.4% |
| 7D | -28.7% | +0.7% | -29.5% | -28.8% |
| 30D | -28.3% | +8.8% | -37.1% | -29.5% |
| 3M | -46.9% | -10.9% | -36.0% | -45.9% |
| 6M | -24.9% | -10.3% | -14.6% | -23.9% |
| YTD | -46.6% | +5.8% | -52.5% | -48.4% |
| 1Y | -49.7% | +11.4% | -61.0% | -52.0% |
| 3Y | +40.6% | +11.1% | +29.5% | +30.9% |
| 5Y | +71.9% | +18.5% | +53.4% | +54.6% |
| 10Y | +1,180.9% | +32.2% | +1,148.6% | +1,044.5% |
| All | +1,180.9% | +30.9% | +1,149.9% | +1,044.5% |
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