+696.9%
OXY vs AXON
+61,949.9%
-61,253.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | 0.0% |
| 7D | -0.2% | -25.6% | +25.5% | +3.6% |
| 30D | -6.4% | -23.9% | +17.5% | -3.3% |
| 3M | -2.6% | -50.4% | +47.8% | +6.1% |
| 6M | +4.8% | -20.0% | +24.8% | +5.3% |
| YTD | +41.2% | -44.5% | +85.6% | +47.4% |
| 1Y | +39.5% | -44.9% | +84.4% | +45.7% |
| 3Y | -0.8% | +44.7% | -45.6% | -13.7% |
| 5Y | +91.6% | +86.7% | +4.9% | +55.6% |
| 10Y | +15.7% | +1,060.5% | -1,044.7% | -29.8% |
| All | +696.9% | +61,949.9% | -61,253.0% | +220.4% |
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