+310.1%
COP vs AXON
+1,048.6%
-738.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -6.1% | -27.4% | +21.3% | -2.9% |
| 30D | +1.1% | -28.5% | +29.6% | +4.7% |
| 3M | +10.9% | -49.3% | +60.2% | +19.2% |
| 6M | +20.8% | -25.0% | +45.8% | +21.7% |
| YTD | +48.0% | -46.7% | +94.8% | +54.8% |
| 1Y | +58.5% | -48.3% | +106.8% | +66.3% |
| 3Y | +28.1% | +38.8% | -10.7% | +8.4% |
| 5Y | +120.5% | +77.7% | +42.8% | +72.0% |
| 10Y | +310.1% | +1,028.0% | -717.9% | +120.5% |
| All | +310.1% | +1,048.6% | -738.5% | +120.5% |
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