+246.7%
CB vs AXON
+1,109.0%
-862.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -3.9% | 0.0% |
| 7D | -1.0% | -25.6% | +24.6% | +1.2% |
| 30D | +7.3% | -23.9% | +31.2% | +9.5% |
| 3M | +7.0% | -50.4% | +57.5% | +12.8% |
| 6M | +16.3% | -20.0% | +36.4% | +17.1% |
| YTD | +19.7% | -44.5% | +64.2% | +23.5% |
| 1Y | +27.8% | -44.9% | +72.7% | +31.8% |
| 3Y | +72.0% | +44.7% | +27.3% | +54.8% |
| 5Y | +104.9% | +86.7% | +18.2% | +74.3% |
| 10Y | +246.7% | +1,060.5% | -813.8% | +142.1% |
| All | +246.7% | +1,109.0% | -862.2% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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