+1,601.7%
CB vs AXON
+75,157.7%
-73,556.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.8% | +9.1% | +0.4% |
| 7D | +2.6% | -12.7% | +15.2% | +4.1% |
| 30D | +11.2% | -8.6% | +19.8% | +12.2% |
| 3M | +5.7% | -37.2% | +43.0% | +10.6% |
| 6M | +15.9% | +0.5% | +15.4% | +14.2% |
| YTD | +20.2% | -32.6% | +52.8% | +22.8% |
| 1Y | +32.4% | -40.2% | +72.6% | +36.9% |
| 3Y | +75.5% | +76.1% | -0.6% | +54.8% |
| 5Y | +105.5% | +109.5% | -4.0% | +73.3% |
| 10Y | +258.5% | +1,640.5% | -1,382.0% | +119.0% |
| All | +1,601.7% | +75,157.7% | -73,556.0% | +294.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling