-73.9%
USO vs AXON
+4,674.7%
-4,748.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.3% |
| 7D | +9.5% | -14.2% | +23.6% | +11.0% |
| 30D | +23.6% | -15.4% | +39.0% | +25.1% |
| 3M | +3.8% | +0.5% | +3.3% | +2.5% |
| 6M | +55.0% | -9.5% | +64.5% | +53.7% |
| YTD | +105.3% | -9.2% | +114.5% | +102.3% |
| 1Y | +91.4% | -29.4% | +120.7% | +93.8% |
| 3Y | +84.6% | +139.4% | -54.9% | +55.8% |
| 5Y | +191.7% | +178.9% | +12.8% | +134.6% |
| 10Y | +73.3% | +1,840.8% | -1,767.5% | -0.8% |
| All | -73.9% | +4,674.7% | -4,748.6% | -89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling