-5.1%
SLB vs AXON
+74.4%
-79.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | -3.2% |
| 7D | -7.7% | -12.7% | +4.9% | -7.1% |
| 30D | -0.7% | -8.6% | +7.9% | -0.2% |
| 3M | 0.0% | -37.2% | +37.2% | +2.3% |
| 6M | -10.4% | +0.5% | -10.9% | -11.9% |
| YTD | +31.5% | -32.6% | +64.1% | +33.7% |
| 1Y | +39.1% | -40.2% | +79.3% | +43.0% |
| All | -5.1% | +74.4% | -79.4% | -15.2% |
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