+167.2%
XLE vs AXON
+1,304.2%
-1,137.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -18.2% | +18.2% | +2.0% |
| 7D | -12.0% | -26.8% | +14.8% | -9.1% |
| 30D | -2.7% | -22.9% | +20.2% | -0.3% |
| 3M | +6.6% | -40.1% | +46.7% | +11.9% |
| 6M | +9.5% | -18.9% | +28.4% | +9.5% |
| YTD | +40.6% | -44.9% | +85.4% | +46.3% |
| 1Y | +43.6% | -46.7% | +90.3% | +50.0% |
| 3Y | +58.1% | +44.3% | +13.7% | +35.9% |
| 5Y | +152.2% | +71.4% | +80.8% | +104.5% |
| All | +167.2% | +1,304.2% | -1,137.0% | +59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling