+207.3%
SHEL vs AXON
+1,811.1%
-1,603.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.6% |
| 7D | +3.0% | -3.3% | +6.4% | +3.3% |
| 30D | +7.2% | -17.8% | +25.0% | +9.0% |
| 3M | +12.9% | +8.3% | +4.6% | +10.8% |
| 6M | +13.7% | -12.4% | +26.0% | +13.6% |
| YTD | +33.7% | -13.7% | +47.4% | +33.2% |
| 1Y | +37.9% | -33.1% | +70.9% | +41.0% |
| 3Y | +70.2% | +128.2% | -58.0% | +43.6% |
| 5Y | +192.3% | +170.5% | +21.8% | +134.0% |
| 10Y | +207.3% | +1,846.0% | -1,638.7% | +79.8% |
| All | +207.3% | +1,811.1% | -1,603.8% | +79.8% |
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