+13.7%
OXY vs AXON
+1,048.6%
-1,034.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | -5.8% | -27.4% | +21.5% | -1.4% |
| 30D | -5.3% | -28.5% | +23.1% | -0.7% |
| 3M | -2.5% | -49.3% | +46.7% | +7.4% |
| 6M | +8.3% | -25.0% | +33.3% | +9.4% |
| YTD | +40.3% | -46.7% | +87.0% | +48.5% |
| 1Y | +38.8% | -48.3% | +87.1% | +47.7% |
| 3Y | -1.4% | +38.8% | -40.2% | -22.3% |
| 5Y | +92.2% | +77.7% | +14.5% | +35.0% |
| 10Y | +13.7% | +1,028.0% | -1,014.3% | -47.0% |
| All | +13.7% | +1,048.6% | -1,034.9% | -47.0% |
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