+65.4%
SLB vs AXON
+105.6%
-40.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | -3.1% |
| 7D | -7.7% | -12.7% | +4.9% | -6.9% |
| 30D | -0.7% | -8.6% | +7.9% | -0.2% |
| 3M | 0.0% | -37.2% | +37.2% | +2.7% |
| 6M | -10.4% | +0.5% | -10.9% | -11.7% |
| YTD | +31.5% | -32.6% | +64.1% | +33.6% |
| 1Y | +39.1% | -40.2% | +79.3% | +42.8% |
| 3Y | -5.7% | +76.1% | -81.8% | -13.8% |
| 5Y | +65.4% | +109.5% | -44.0% | +38.9% |
| All | +65.4% | +105.6% | -40.1% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling