+1,854.5%
AXON vs XME
+401.9%
+1,452.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.5% |
| 7D | -2.5% | +3.6% | -6.1% | -4.2% |
| 30D | -11.5% | +3.6% | -15.1% | -13.0% |
| 3M | +7.3% | +1.2% | +6.1% | +6.1% |
| 6M | -11.9% | +9.0% | -21.0% | -16.6% |
| YTD | -11.0% | +15.9% | -26.9% | -18.4% |
| 1Y | -31.8% | +43.2% | -74.9% | -43.9% |
| 3Y | +135.4% | +137.4% | -2.0% | +47.7% |
| 5Y | +176.9% | +185.0% | -8.2% | +53.1% |
| 10Y | +1,854.5% | +409.5% | +1,445.0% | +566.6% |
| All | +1,854.5% | +401.9% | +1,452.5% | +566.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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