+1,180.9%
AXON vs XME
+294.4%
+886.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.5% | -8.6% | -5.6% |
| 7D | -28.7% | +0.9% | -29.7% | -29.3% |
| 30D | -28.3% | -7.3% | -21.0% | -26.2% |
| 3M | -46.9% | -14.8% | -32.1% | -43.4% |
| 6M | -24.9% | -18.4% | -6.5% | -18.9% |
| YTD | -46.6% | -4.7% | -42.0% | -46.9% |
| 1Y | -49.7% | +5.7% | -55.4% | -52.4% |
| 3Y | +40.6% | +104.0% | -63.4% | -6.2% |
| 5Y | +71.9% | +122.4% | -50.6% | +6.8% |
| 10Y | +1,180.9% | +285.4% | +895.5% | +422.2% |
| All | +1,180.9% | +294.4% | +886.5% | +422.2% |
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