+231.7%
CTVA vs AXON
+668.6%
-437.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.4% |
| 7D | +4.9% | -14.2% | +19.1% | +6.6% |
| 30D | +11.9% | -15.4% | +27.3% | +13.6% |
| 3M | +13.7% | +0.5% | +13.2% | +12.5% |
| 6M | +13.1% | -9.5% | +22.6% | +12.9% |
| YTD | +32.0% | -9.2% | +41.2% | +30.9% |
| 1Y | +22.1% | -29.4% | +51.4% | +25.0% |
| 3Y | +77.5% | +139.4% | -61.9% | +45.9% |
| 5Y | +106.3% | +178.9% | -72.6% | +60.3% |
| All | +231.7% | +668.6% | -437.0% | +86.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling