+269.8%
CORZ vs AXON
+17.8%
+252.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -3.1% | +11.3% | +9.1% |
| 7D | +1.7% | -28.7% | +30.5% | +12.1% |
| 30D | -17.5% | -28.3% | +10.9% | -9.2% |
| 3M | -39.5% | -46.9% | +7.4% | -27.4% |
| 6M | -44.5% | -24.9% | -19.6% | -43.4% |
| YTD | -12.6% | -46.6% | +34.0% | 0.0% |
| 1Y | -37.0% | -49.7% | +12.7% | -25.6% |
| All | +269.8% | +17.8% | +252.0% | +156.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling