+539.0%
CIEN vs AXON
+44.5%
+494.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.7% | -7.3% | -5.0% |
| 7D | +15.3% | +0.8% | +14.5% | +15.1% |
| 30D | -22.0% | -22.8% | +0.8% | -18.8% |
| 3M | -36.6% | -48.8% | +12.1% | -29.7% |
| 6M | -51.5% | -16.3% | -35.2% | -52.3% |
| YTD | +20.0% | -44.5% | +64.4% | +28.3% |
| 1Y | +44.5% | -43.4% | +87.9% | +54.0% |
| 3Y | +539.0% | +44.3% | +494.8% | +378.3% |
| All | +539.0% | +44.5% | +494.5% | +378.3% |
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 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