+40.5%
CVS vs AXON
+1,845.5%
-1,805.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | -1.6% | -2.5% | +0.9% | -1.4% |
| 30D | +0.4% | -11.5% | +11.9% | +0.9% |
| 3M | -0.4% | +7.3% | -7.7% | -1.3% |
| 6M | +25.1% | -11.9% | +37.1% | +25.3% |
| YTD | +23.9% | -11.0% | +34.9% | +23.6% |
| 1Y | +41.1% | -31.8% | +72.8% | +43.2% |
| 3Y | +63.6% | +135.4% | -71.8% | +47.8% |
| 5Y | +31.5% | +176.9% | -145.3% | +14.8% |
| 10Y | +40.5% | +1,854.5% | -1,814.0% | +1.3% |
| All | +40.5% | +1,845.5% | -1,805.0% | +1.3% |
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