+43.6%
XLE vs AXON
-50.2%
+93.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -18.2% | +18.2% | -1.1% |
| 7D | -12.0% | -26.8% | +14.8% | -13.6% |
| 30D | -2.7% | -22.9% | +20.2% | -4.1% |
| 3M | +6.6% | -40.1% | +46.7% | +3.7% |
| 6M | +9.5% | -18.9% | +28.4% | +8.9% |
| YTD | +40.6% | -44.9% | +85.4% | +36.6% |
| 1Y | +43.6% | -46.7% | +90.3% | +40.6% |
| All | +43.6% | -50.2% | +93.8% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling