+104.3%
USO vs AXON
-33.3%
+137.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.2% |
| 7D | +6.2% | -3.3% | +9.6% | +5.8% |
| 30D | +19.1% | -17.8% | +36.9% | +16.0% |
| 3M | +14.2% | +8.3% | +5.9% | +15.8% |
| 6M | +43.7% | -12.4% | +56.1% | +48.2% |
| YTD | +116.8% | -13.7% | +130.6% | +122.6% |
| 1Y | +104.3% | -33.1% | +137.4% | +111.3% |
| All | +104.3% | -33.3% | +137.6% | +111.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling