+73.5%
USO vs AXON
+1,278.1%
-1,204.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.7% | -3.7% |
| 7D | -9.1% | -28.7% | +19.7% | -7.6% |
| 30D | -3.7% | -28.3% | +24.6% | -2.3% |
| 3M | +20.9% | -46.9% | +67.8% | +24.5% |
| 6M | +6.8% | -24.9% | +31.7% | +6.5% |
| YTD | +106.3% | -46.6% | +152.9% | +110.0% |
| 1Y | +100.2% | -49.7% | +149.9% | +104.9% |
| 3Y | +103.1% | +40.6% | +62.5% | +83.5% |
| 5Y | +146.1% | +71.9% | +74.2% | +113.8% |
| 10Y | +73.5% | +1,180.9% | -1,107.4% | +28.8% |
| All | +73.5% | +1,278.1% | -1,204.6% | +28.8% |
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