+579.5%
CEG vs AXON
+138.2%
+441.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.7% | +1.8% |
| 7D | +11.8% | -25.6% | +37.4% | +17.5% |
| 30D | -6.5% | -23.9% | +17.4% | -2.3% |
| 3M | -1.2% | -50.4% | +49.3% | +11.9% |
| 6M | -8.0% | -20.0% | +12.0% | -8.5% |
| YTD | -21.9% | -44.5% | +22.6% | -16.2% |
| 1Y | -21.4% | -44.9% | +23.4% | -15.6% |
| 3Y | +130.0% | +44.7% | +85.3% | +94.1% |
| All | +579.5% | +138.2% | +441.3% | +396.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling