+58.1%
XLE vs AXON
+42.7%
+15.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -18.2% | +18.2% | +0.2% |
| 7D | -12.0% | -26.8% | +14.8% | -11.7% |
| 30D | -2.7% | -22.9% | +20.2% | -2.5% |
| 3M | +6.6% | -40.1% | +46.7% | +7.2% |
| 6M | +9.5% | -18.9% | +28.4% | +8.6% |
| YTD | +40.6% | -44.9% | +85.4% | +41.8% |
| 1Y | +43.6% | -46.7% | +90.3% | +45.1% |
| 3Y | +58.1% | +44.3% | +13.7% | +47.4% |
| All | +58.1% | +42.7% | +15.4% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling