+66.5%
USO vs AXON
+1,845.5%
-1,778.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +3.0% |
| 7D | +3.6% | -2.5% | +6.1% | +3.7% |
| 30D | +23.8% | -11.5% | +35.3% | +24.4% |
| 3M | +8.1% | +7.3% | +0.8% | +6.6% |
| 6M | +34.3% | -11.9% | +46.2% | +34.1% |
| YTD | +111.1% | -11.0% | +122.2% | +110.0% |
| 1Y | +99.9% | -31.8% | +131.7% | +103.2% |
| 3Y | +86.5% | +135.4% | -48.9% | +64.1% |
| 5Y | +200.5% | +176.9% | +23.7% | +155.5% |
| 10Y | +66.5% | +1,854.5% | -1,787.9% | +15.4% |
| All | +66.5% | +1,845.5% | -1,778.9% | +15.4% |
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