+45.9%
OXY vs AXON
-40.7%
+86.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.8% | -7.0% | -4.9% |
| 7D | -8.8% | +0.2% | -9.0% | -8.7% |
| 30D | -1.7% | +3.0% | -4.7% | -1.3% |
| 3M | +4.5% | -30.1% | +34.7% | +1.4% |
| 6M | -4.0% | +7.7% | -11.7% | -3.0% |
| YTD | +41.4% | -25.3% | +66.7% | +40.5% |
| 1Y | +45.9% | -39.9% | +85.8% | +47.2% |
| All | +45.9% | -40.7% | +86.6% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling