+5.3%
OXY vs AXON
+1,811.1%
-1,805.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.6% |
| 7D | +0.6% | -3.3% | +4.0% | +1.1% |
| 30D | +4.5% | -17.8% | +22.3% | +7.5% |
| 3M | +8.9% | +8.3% | +0.6% | +5.3% |
| 6M | +12.5% | -12.4% | +24.8% | +11.9% |
| YTD | +50.5% | -13.7% | +64.2% | +48.8% |
| 1Y | +38.6% | -33.1% | +71.7% | +43.3% |
| 3Y | -1.2% | +128.2% | -129.5% | -27.1% |
| 5Y | +161.6% | +170.5% | -8.9% | +76.1% |
| 10Y | +5.3% | +1,846.0% | -1,840.7% | -52.2% |
| All | +5.3% | +1,811.1% | -1,805.8% | -52.2% |
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 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