+31.8%
SHEL vs AXON
-50.5%
+82.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -6.7% | -27.4% | +20.7% | -7.7% |
| 30D | -2.9% | -28.5% | +25.6% | -4.1% |
| 3M | +9.1% | -49.3% | +58.4% | +6.2% |
| 6M | +17.9% | -25.0% | +42.9% | +16.1% |
| YTD | +36.0% | -46.7% | +82.7% | +32.1% |
| 1Y | +31.8% | -48.3% | +80.0% | +28.2% |
| All | +31.8% | -50.5% | +82.3% | +28.2% |
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