+109.3%
USO vs AXON
-46.2%
+155.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +2.8% |
| 7D | -1.4% | -19.7% | +18.3% | -4.7% |
| 30D | -4.6% | -25.7% | +21.1% | -8.9% |
| 3M | +14.7% | -48.8% | +63.5% | +3.0% |
| 6M | +1.2% | -22.0% | +23.2% | -2.2% |
| YTD | +111.2% | -45.9% | +157.1% | +99.9% |
| 1Y | +109.3% | -46.1% | +155.4% | +98.8% |
| All | +109.3% | -46.2% | +155.5% | +98.8% |
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 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