+36.3%
CDE vs AXON
-35.0%
+71.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +17.1% |
| 3M | +32.0% | +7.0% | +25.0% | +30.9% |
| 6M | -12.8% | -9.6% | -3.1% | -9.3% |
| YTD | +14.2% | -15.7% | +29.9% | +19.2% |
| 1Y | +36.3% | -35.9% | +72.2% | +50.2% |
| All | +36.3% | -35.0% | +71.3% | +50.2% |
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