+162.6%
CVX vs AXON
+179.8%
-17.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.2% |
| 7D | +3.3% | -14.2% | +17.5% | +3.6% |
| 30D | +12.9% | -15.4% | +28.3% | +13.1% |
| 3M | +11.7% | +0.5% | +11.2% | +11.5% |
| 6M | +14.1% | -9.5% | +23.6% | +14.4% |
| YTD | +40.7% | -9.2% | +49.9% | +40.8% |
| 1Y | +37.5% | -29.4% | +66.9% | +39.2% |
| 3Y | +43.9% | +139.4% | -95.5% | +34.3% |
| All | +162.6% | +179.8% | -17.2% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling