+52.0%
CVS vs AXON
+1,278.1%
-1,226.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +1.8% |
| 7D | -3.7% | -28.7% | +25.1% | -2.2% |
| 30D | -0.3% | -28.3% | +28.0% | +1.1% |
| 3M | -10.3% | -46.9% | +36.6% | -7.7% |
| 6M | -4.6% | -24.9% | +20.3% | -4.2% |
| YTD | +10.7% | -46.6% | +57.3% | +13.1% |
| 1Y | +11.2% | -49.7% | +60.9% | +14.1% |
| 3Y | +43.0% | +40.6% | +2.5% | +32.8% |
| 5Y | +8.6% | +71.9% | -63.2% | -2.8% |
| 10Y | +52.0% | +1,180.9% | -1,128.9% | +15.5% |
| All | +52.0% | +1,278.1% | -1,226.1% | +15.5% |
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