+569.1%
CLF vs AXON
+101,343.3%
-100,774.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.8% |
| 7D | +7.6% | -14.2% | +21.7% | +11.3% |
| 30D | -1.2% | -15.4% | +14.2% | +2.0% |
| 3M | -13.4% | +0.5% | -13.9% | -15.3% |
| 6M | +15.4% | -9.5% | +24.9% | +14.3% |
| YTD | -5.9% | -9.2% | +3.3% | -7.9% |
| 1Y | +18.8% | -29.4% | +48.2% | +23.3% |
| 3Y | -19.4% | +139.4% | -158.8% | -42.9% |
| 5Y | -47.7% | +178.9% | -226.6% | -65.7% |
| 10Y | +130.4% | +1,840.8% | -1,710.4% | -12.0% |
| All | +569.1% | +101,343.3% | -100,774.3% | +41.9% |
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