+28.0%
CB vs AXON
-44.3%
+72.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +1.1% |
| 7D | +2.9% | +0.8% | +2.2% | +2.9% |
| 30D | +7.3% | -22.8% | +30.1% | +7.3% |
| 3M | +9.4% | -48.8% | +58.2% | +8.7% |
| 6M | +19.6% | -16.3% | +35.9% | +20.9% |
| YTD | +21.5% | -44.5% | +65.9% | +18.9% |
| 1Y | +28.0% | -43.4% | +71.4% | +25.7% |
| All | +28.0% | -44.3% | +72.3% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling