+179.2%
XLE vs AXON
+1,058.0%
-878.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.7% |
| 7D | +5.4% | +0.8% | +4.6% | +5.3% |
| 30D | -3.9% | -22.8% | +18.8% | -1.5% |
| 3M | +7.0% | -48.8% | +55.8% | +14.6% |
| 6M | +14.2% | -16.3% | +30.5% | +13.8% |
| YTD | +48.2% | -44.5% | +92.6% | +54.1% |
| 1Y | +47.7% | -43.4% | +91.1% | +53.0% |
| 3Y | +70.0% | +44.3% | +25.7% | +46.1% |
| 5Y | +169.1% | +85.1% | +84.0% | +114.8% |
| All | +179.2% | +1,058.0% | -878.8% | +65.2% |
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