+639.5%
CEG vs AXON
+289.4%
+350.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.2% | +9.1% | +5.7% |
| 7D | +8.0% | -14.2% | +22.2% | +11.1% |
| 30D | +12.9% | -15.4% | +28.3% | +16.0% |
| 3M | +13.2% | +0.5% | +12.7% | +10.7% |
| 6M | -7.0% | -9.5% | +2.5% | -7.5% |
| YTD | -15.0% | -9.2% | -5.8% | -16.3% |
| 1Y | -2.7% | -29.4% | +26.6% | +1.5% |
| 3Y | +184.1% | +139.4% | +44.6% | +119.2% |
| All | +639.5% | +289.4% | +350.0% | +396.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling