+85.0%
USO vs AXON
+1,027.4%
-942.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +3.4% |
| 7D | -1.4% | -19.7% | +18.3% | -0.4% |
| 30D | -4.6% | -25.7% | +21.1% | -3.3% |
| 3M | +14.7% | -48.8% | +63.5% | +18.5% |
| 6M | +1.2% | -22.0% | +23.2% | +0.7% |
| YTD | +111.2% | -45.9% | +157.1% | +115.0% |
| 1Y | +109.3% | -46.1% | +155.4% | +113.0% |
| 3Y | +103.5% | +40.9% | +62.6% | +83.4% |
| 5Y | +160.9% | +80.2% | +80.7% | +124.5% |
| All | +85.0% | +1,027.4% | -942.4% | +30.4% |
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