-72.7%
USO vs AXON
+2,798.1%
-2,870.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -18.2% | +18.3% | +2.0% |
| 7D | -12.1% | -26.8% | +14.7% | -9.5% |
| 30D | +3.1% | -22.9% | +26.0% | +5.5% |
| 3M | +24.9% | -40.1% | +64.9% | +30.4% |
| 6M | +10.8% | -18.9% | +29.7% | +10.5% |
| YTD | +114.6% | -44.9% | +159.5% | +121.3% |
| 1Y | +109.4% | -46.7% | +156.1% | +116.7% |
| 3Y | +98.1% | +44.3% | +53.8% | +75.4% |
| 5Y | +162.4% | +71.4% | +91.1% | +120.8% |
| 10Y | +85.9% | +1,324.0% | -1,238.1% | +8.7% |
| All | -72.7% | +2,798.1% | -2,870.9% | -88.9% |
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