+413.5%
SHEL vs AXON
+101,343.3%
-100,929.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.8% | +1.1% |
| 7D | +2.2% | -14.2% | +16.4% | +3.7% |
| 30D | +6.8% | -15.4% | +22.2% | +8.2% |
| 3M | +8.1% | +0.5% | +7.6% | +7.1% |
| 6M | +14.4% | -9.5% | +23.9% | +13.9% |
| YTD | +30.0% | -9.2% | +39.2% | +28.7% |
| 1Y | +33.3% | -29.4% | +62.7% | +35.2% |
| 3Y | +66.4% | +139.4% | -73.0% | +43.8% |
| 5Y | +178.6% | +178.9% | -0.3% | +131.0% |
| 10Y | +198.4% | +1,840.8% | -1,642.4% | +89.6% |
| All | +413.5% | +101,343.3% | -100,929.8% | +111.8% |
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 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