+80.1%
CLF vs AXON
+1,278.1%
-1,198.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.1% | +10.1% | +7.8% |
| 7D | -14.1% | -28.7% | +14.7% | -6.3% |
| 30D | -5.5% | -28.3% | +22.8% | +2.5% |
| 3M | 0.0% | -46.9% | +46.9% | +16.8% |
| 6M | +11.3% | -24.9% | +36.1% | +15.1% |
| YTD | -7.7% | -46.6% | +38.9% | +3.0% |
| 1Y | +17.5% | -49.7% | +67.2% | +33.6% |
| 3Y | -25.4% | +40.6% | -66.0% | -47.4% |
| 5Y | -46.0% | +71.9% | -117.8% | -66.9% |
| 10Y | +80.1% | +1,180.9% | -1,100.8% | -52.7% |
| All | +80.1% | +1,278.1% | -1,198.0% | -52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling