+503.2%
CLF vs AXON
+75,157.7%
-74,654.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -9.8% | -2.4% | -9.8% |
| 7D | -21.0% | -12.7% | -8.3% | -18.2% |
| 30D | -8.0% | -8.6% | +0.6% | -6.1% |
| 3M | -10.9% | -37.2% | +26.3% | -1.5% |
| 6M | +5.8% | +0.5% | +5.3% | +2.3% |
| YTD | -15.1% | -32.6% | +17.5% | -11.0% |
| 1Y | +7.2% | -40.2% | +47.4% | +15.8% |
| 3Y | -34.2% | +76.1% | -110.3% | -49.9% |
| 5Y | -49.6% | +109.5% | -159.1% | -64.6% |
| 10Y | +109.9% | +1,640.5% | -1,530.6% | -17.6% |
| All | +503.2% | +75,157.7% | -74,654.5% | +37.1% |
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 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