+30.1%
CB vs AXON
-50.2%
+80.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -18.2% | +16.4% | -1.7% |
| 7D | +0.2% | -26.8% | +27.1% | +0.2% |
| 30D | +9.1% | -22.9% | +32.0% | +9.1% |
| 3M | +3.4% | -40.1% | +43.5% | +3.1% |
| 6M | +14.1% | -18.9% | +33.0% | +15.3% |
| YTD | +18.0% | -44.9% | +62.9% | +15.8% |
| 1Y | +30.1% | -46.7% | +76.8% | +28.4% |
| All | +30.1% | -50.2% | +80.3% | +28.4% |
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 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