+162.6%
SHEL vs AXON
+83.1%
+79.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.3% |
| 7D | +0.8% | +0.8% | 0.0% | +0.8% |
| 30D | -3.6% | -22.8% | +19.2% | -3.2% |
| 3M | +12.0% | -48.8% | +60.8% | +13.3% |
| 6M | +19.7% | -16.3% | +36.0% | +19.0% |
| YTD | +39.6% | -44.5% | +84.1% | +40.6% |
| 1Y | +36.4% | -43.4% | +79.8% | +37.2% |
| 3Y | +70.2% | +44.3% | +25.9% | +61.5% |
| All | +162.6% | +83.1% | +79.5% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling