+18.8%
CLF vs AXON
-28.9%
+47.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.2% |
| 7D | +7.6% | -14.2% | +21.7% | +9.2% |
| 30D | -1.2% | -15.4% | +14.2% | +0.3% |
| 3M | -13.4% | +0.5% | -13.9% | -13.3% |
| 6M | +15.4% | -9.5% | +24.9% | +18.1% |
| YTD | -5.9% | -9.2% | +3.3% | -0.9% |
| 1Y | +18.8% | -29.4% | +48.2% | +38.6% |
| All | +18.8% | -28.9% | +47.8% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling