+207.2%
CVX vs AXON
+1,845.5%
-1,638.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.8% |
| 7D | -0.6% | -2.5% | +1.9% | -0.4% |
| 30D | +13.4% | -11.5% | +24.9% | +14.5% |
| 3M | +11.8% | +7.3% | +4.5% | +10.0% |
| 6M | +12.4% | -11.9% | +24.4% | +12.4% |
| YTD | +41.5% | -11.0% | +52.5% | +40.6% |
| 1Y | +41.6% | -31.8% | +73.4% | +44.6% |
| 3Y | +42.2% | +135.4% | -93.2% | +19.6% |
| 5Y | +166.0% | +176.9% | -10.9% | +112.8% |
| 10Y | +207.2% | +1,854.5% | -1,647.3% | +86.3% |
| All | +207.2% | +1,845.5% | -1,638.2% | +86.3% |
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