-3.3%
SLB vs AXON
+1,827.7%
-1,831.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.8% |
| 7D | +0.8% | -14.2% | +15.0% | +3.0% |
| 30D | +15.8% | -15.4% | +31.2% | +18.0% |
| 3M | -0.3% | +0.5% | -0.8% | -1.7% |
| 6M | +21.3% | -9.5% | +30.8% | +20.8% |
| YTD | +52.3% | -9.2% | +61.5% | +50.6% |
| 1Y | +63.6% | -29.4% | +93.0% | +67.9% |
| 3Y | +3.8% | +139.4% | -135.6% | -17.9% |
| 5Y | +128.6% | +178.9% | -50.3% | +70.0% |
| All | -3.3% | +1,827.7% | -1,831.1% | -49.1% |
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