+172.7%
XLE vs AXON
+1,854.8%
-1,682.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.4% |
| 7D | +2.2% | -14.2% | +16.4% | +3.9% |
| 30D | +11.8% | -15.4% | +27.2% | +13.4% |
| 3M | +9.8% | +0.5% | +9.3% | +8.5% |
| 6M | +15.6% | -9.5% | +25.1% | +15.1% |
| YTD | +45.3% | -9.2% | +54.5% | +43.7% |
| 1Y | +48.3% | -29.4% | +77.7% | +51.4% |
| 3Y | +55.4% | +139.4% | -84.0% | +26.9% |
| 5Y | +216.1% | +178.9% | +37.2% | +144.0% |
| All | +172.7% | +1,854.8% | -1,682.1% | +52.4% |
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