-28.5%
CCL vs AXON
+1,278.1%
-1,306.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.3% | +5.2% |
| 7D | +3.1% | -28.7% | +31.8% | +14.2% |
| 30D | +17.5% | -28.3% | +45.8% | +29.8% |
| 3M | +6.8% | -46.9% | +53.7% | +28.9% |
| 6M | +18.7% | -24.9% | +43.6% | +24.4% |
| YTD | +3.0% | -46.6% | +49.6% | +18.2% |
| 1Y | +17.7% | -49.7% | +67.4% | +38.0% |
| 3Y | +155.6% | +40.6% | +115.0% | +87.3% |
| 5Y | +30.2% | +71.9% | -41.7% | -17.0% |
| 10Y | -28.5% | +1,180.9% | -1,209.3% | -71.8% |
| All | -28.5% | +1,278.1% | -1,306.6% | -71.8% |
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 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