+54.3%
CDE vs AXON
+1,813.9%
-1,759.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.9% | -2.6% |
| 7D | -6.1% | -11.0% | +5.0% | -3.3% |
| 30D | +9.5% | -24.7% | +34.2% | +17.2% |
| 3M | +32.0% | +7.0% | +25.0% | +28.6% |
| 6M | -12.8% | -9.6% | -3.1% | -12.4% |
| YTD | +14.2% | -15.7% | +29.9% | +16.1% |
| 1Y | +36.3% | -35.9% | +72.2% | +47.2% |
| 3Y | +821.4% | +123.0% | +698.4% | +621.8% |
| 5Y | +194.3% | +166.3% | +28.0% | +110.4% |
| All | +54.3% | +1,813.9% | -1,759.6% | -15.7% |
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 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