+412.6%
CSX vs AXON
+1,278.1%
-865.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +3.2% |
| 7D | -2.2% | -28.7% | +26.5% | +2.1% |
| 30D | +6.8% | -28.3% | +35.1% | +11.4% |
| 3M | +0.7% | -46.9% | +47.6% | +8.8% |
| 6M | +13.3% | -24.9% | +38.1% | +15.4% |
| YTD | +40.5% | -46.6% | +87.1% | +48.7% |
| 1Y | +44.7% | -49.7% | +94.4% | +54.4% |
| 3Y | +74.5% | +40.6% | +33.9% | +50.7% |
| 5Y | +52.0% | +71.9% | -19.9% | +22.5% |
| 10Y | +412.6% | +1,180.9% | -768.2% | +199.0% |
| All | +412.6% | +1,278.1% | -865.4% | +199.0% |
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