+219.9%
CTVA vs AXON
+630.4%
-410.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.7% | -1.0% |
| 7D | -5.8% | -3.3% | -2.5% | -5.5% |
| 30D | +11.1% | -17.8% | +28.9% | +13.3% |
| 3M | +13.2% | +8.3% | +4.9% | +11.0% |
| 6M | +8.7% | -12.4% | +21.1% | +8.9% |
| YTD | +27.3% | -13.7% | +41.0% | +27.0% |
| 1Y | +18.0% | -33.1% | +51.1% | +21.6% |
| 3Y | +76.5% | +128.2% | -51.7% | +45.9% |
| 5Y | +105.1% | +170.5% | -65.4% | +59.7% |
| All | +219.9% | +630.4% | -410.4% | +81.1% |
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 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