-4.5%
SLB vs AXON
+42.7%
-47.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -18.2% | +18.7% | +1.5% |
| 7D | -7.1% | -26.8% | +19.7% | -5.6% |
| 30D | +4.1% | -22.9% | +27.0% | +5.4% |
| 3M | -2.6% | -40.1% | +37.5% | -0.2% |
| 6M | -8.6% | -18.9% | +10.3% | -9.0% |
| YTD | +32.2% | -44.9% | +77.1% | +35.8% |
| 1Y | +40.7% | -46.7% | +87.3% | +44.8% |
| 3Y | -4.5% | +44.3% | -48.9% | -13.8% |
| All | -4.5% | +42.7% | -47.2% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling