+1,459.5%
CB vs AXON
+101,343.3%
-99,883.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.4% |
| 7D | +0.5% | -14.2% | +14.7% | +2.1% |
| 30D | -3.1% | -15.4% | +12.3% | -1.7% |
| 3M | +9.0% | +0.5% | +8.5% | +8.0% |
| 6M | +2.9% | -9.5% | +12.4% | +2.5% |
| YTD | +10.1% | -9.2% | +19.3% | +9.1% |
| 1Y | +22.8% | -29.4% | +52.2% | +24.8% |
| 3Y | +73.8% | +139.4% | -65.6% | +48.5% |
| 5Y | +99.2% | +178.9% | -79.7% | +62.9% |
| 10Y | +218.2% | +1,840.8% | -1,622.6% | +92.6% |
| All | +1,459.5% | +101,343.3% | -99,883.9% | +250.9% |
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