+810.1%
CDE vs AXON
+128.5%
+681.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.6% |
| 7D | -2.0% | -3.3% | +1.4% | -1.0% |
| 30D | +15.7% | -17.8% | +33.5% | +22.3% |
| 3M | +30.5% | +8.3% | +22.2% | +26.1% |
| 6M | -7.4% | -12.4% | +5.0% | -5.2% |
| YTD | +17.9% | -13.7% | +31.6% | +20.3% |
| 1Y | +46.7% | -33.1% | +79.8% | +61.1% |
| All | +810.1% | +128.5% | +681.6% | +477.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling