+1,751.5%
CLS vs AXON
+1,278.1%
+473.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -3.1% | +11.0% | +8.6% |
| 7D | -10.6% | -28.7% | +18.2% | -3.4% |
| 30D | -38.4% | -28.3% | -10.1% | -33.7% |
| 3M | -29.9% | -46.9% | +17.0% | -19.5% |
| 6M | -40.6% | -24.9% | -15.8% | -37.8% |
| YTD | -24.6% | -46.6% | +22.0% | -15.8% |
| 1Y | -30.8% | -49.7% | +18.9% | -21.4% |
| 3Y | +811.7% | +40.6% | +771.2% | +696.0% |
| 5Y | +1,838.4% | +71.9% | +1,766.6% | +1,453.6% |
| 10Y | +1,751.5% | +1,180.9% | +570.6% | +1,052.2% |
| All | +1,751.5% | +1,278.1% | +473.4% | +1,052.2% |
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