+1,051.9%
CVX vs AXON
+61,473.8%
-60,421.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +1.6% |
| 7D | -9.7% | -26.8% | +17.1% | -7.2% |
| 30D | +3.6% | -22.9% | +26.5% | +5.9% |
| 3M | +13.3% | -40.1% | +53.4% | +18.1% |
| 6M | +16.9% | -18.9% | +35.8% | +17.2% |
| YTD | +43.4% | -44.9% | +88.3% | +48.2% |
| 1Y | +44.5% | -46.7% | +91.2% | +49.7% |
| 3Y | +64.0% | +44.3% | +19.6% | +49.3% |
| 5Y | +126.4% | +71.4% | +55.0% | +98.1% |
| 10Y | +209.4% | +1,324.0% | -1,114.7% | +108.2% |
| All | +1,051.9% | +61,473.8% | -60,421.9% | +445.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling