+197.1%
XOM vs AXON
+1,109.0%
-911.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.9% | +1.1% |
| 7D | -1.5% | -25.6% | +24.1% | +0.5% |
| 30D | -3.2% | -23.9% | +20.7% | -1.4% |
| 3M | +5.0% | -50.4% | +55.4% | +10.1% |
| 6M | +12.9% | -20.0% | +32.9% | +12.9% |
| YTD | +41.3% | -44.5% | +85.8% | +45.1% |
| 1Y | +43.2% | -44.9% | +88.1% | +47.0% |
| 3Y | +77.3% | +44.7% | +32.6% | +58.1% |
| 5Y | +204.8% | +86.7% | +118.1% | +157.3% |
| 10Y | +197.1% | +1,060.5% | -863.4% | +101.2% |
| All | +197.1% | +1,109.0% | -911.9% | +101.2% |
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