+446.3%
SHEL vs AXON
+59,542.0%
-59,095.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.1% |
| 7D | -5.8% | -28.7% | +23.0% | -2.7% |
| 30D | -1.3% | -28.3% | +27.0% | +1.8% |
| 3M | +12.7% | -46.9% | +59.6% | +19.4% |
| 6M | +19.9% | -24.9% | +44.7% | +21.4% |
| YTD | +38.3% | -46.6% | +84.9% | +43.8% |
| 1Y | +35.7% | -49.7% | +85.4% | +42.0% |
| 3Y | +71.7% | +40.6% | +31.2% | +56.1% |
| 5Y | +158.4% | +71.9% | +86.6% | +124.2% |
| 10Y | +204.1% | +1,180.9% | -976.8% | +100.9% |
| All | +446.3% | +59,542.0% | -59,095.7% | +136.7% |
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