+477.0%
CIEN vs AXON
+179.8%
+297.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +2.0% |
| 7D | -15.2% | -14.2% | -1.0% | -12.6% |
| 30D | -21.5% | -15.4% | -6.1% | -19.4% |
| 3M | -40.1% | +0.5% | -40.6% | -41.4% |
| 6M | -6.6% | -9.5% | +2.9% | -7.3% |
| YTD | +37.3% | -9.2% | +46.5% | +34.6% |
| 1Y | +174.5% | -29.4% | +203.9% | +187.6% |
| 3Y | +562.3% | +139.4% | +422.9% | +372.4% |
| All | +477.0% | +179.8% | +297.2% | +248.1% |
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 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