+247.9%
CB vs AXON
+1,027.4%
-779.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.6% |
| 7D | 0.0% | -19.7% | +19.8% | +1.7% |
| 30D | +7.4% | -25.7% | +33.1% | +9.7% |
| 3M | +8.6% | -48.8% | +57.4% | +14.1% |
| 6M | +16.1% | -22.0% | +38.1% | +17.1% |
| YTD | +20.2% | -45.9% | +66.1% | +24.2% |
| 1Y | +27.2% | -46.1% | +73.3% | +31.4% |
| 3Y | +72.7% | +40.9% | +31.8% | +55.7% |
| 5Y | +105.9% | +80.2% | +25.7% | +75.8% |
| All | +247.9% | +1,027.4% | -779.5% | +143.4% |
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