+54.6%
XLE vs AXON
+140.4%
-85.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.8% |
| 7D | +2.2% | -14.2% | +16.4% | +2.5% |
| 30D | +11.8% | -15.4% | +27.2% | +12.1% |
| 3M | +9.8% | +0.5% | +9.3% | +9.5% |
| 6M | +15.6% | -9.5% | +25.1% | +16.1% |
| YTD | +45.3% | -9.2% | +54.5% | +45.6% |
| 1Y | +48.3% | -29.4% | +77.7% | +51.4% |
| All | +54.6% | +140.4% | -85.8% | +34.7% |
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