-1.7%
XLC vs AXON
-31.4%
+29.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | +0.6% | -2.5% | +3.1% | +0.7% |
| 30D | +0.2% | -11.5% | +11.7% | +1.0% |
| 3M | +0.6% | +7.3% | -6.6% | -0.1% |
| 6M | -4.5% | -11.9% | +7.4% | -4.9% |
| YTD | -4.7% | -11.0% | +6.3% | -5.5% |
| 1Y | -1.7% | -31.8% | +30.1% | -0.9% |
| All | -1.7% | -31.4% | +29.7% | -0.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling