+104.3%
CEG vs AXON
+42.7%
+61.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -18.2% | +22.5% | +7.6% |
| 7D | -4.7% | -26.8% | +22.1% | +0.4% |
| 30D | -16.6% | -22.9% | +6.3% | -13.1% |
| 3M | -4.1% | -40.1% | +36.0% | +4.2% |
| 6M | -22.3% | -18.9% | -3.4% | -23.9% |
| YTD | -28.9% | -44.9% | +16.0% | -23.5% |
| 1Y | -28.5% | -46.7% | +18.2% | -22.2% |
| 3Y | +104.3% | +44.3% | +60.0% | +56.1% |
| All | +104.3% | +42.7% | +61.6% | +56.1% |
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