+64.8%
SLB vs AXON
+71.5%
-6.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.1% | +1.1% |
| 7D | -3.7% | -28.7% | +25.0% | -1.7% |
| 30D | +2.9% | -28.3% | +31.2% | +5.0% |
| 3M | +0.2% | -46.9% | +47.1% | +4.1% |
| 6M | -4.4% | -24.9% | +20.4% | -4.0% |
| YTD | +33.4% | -46.6% | +80.0% | +37.5% |
| 1Y | +40.8% | -49.7% | +90.5% | +45.8% |
| 3Y | +3.2% | +40.6% | -37.4% | -4.6% |
| 5Y | +64.8% | +71.9% | -7.1% | +42.7% |
| All | +64.8% | +71.5% | -6.7% | +42.7% |
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 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