+198.6%
CVX vs AXON
+1,278.1%
-1,079.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.3% | -0.6% |
| 7D | -7.5% | -28.7% | +21.3% | -4.9% |
| 30D | -0.6% | -28.3% | +27.7% | +2.1% |
| 3M | +14.0% | -46.9% | +60.9% | +19.9% |
| 6M | +18.1% | -24.9% | +43.0% | +18.9% |
| YTD | +42.2% | -46.6% | +88.8% | +47.2% |
| 1Y | +41.3% | -49.7% | +91.0% | +47.2% |
| 3Y | +68.3% | +40.6% | +27.8% | +47.8% |
| 5Y | +122.0% | +71.9% | +50.2% | +84.4% |
| 10Y | +198.6% | +1,180.9% | -982.3% | +92.7% |
| All | +198.6% | +1,278.1% | -1,079.5% | +92.7% |
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