+254.2%
XOM vs AXON
+177.9%
+76.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.8% |
| 7D | -2.4% | -2.5% | +0.1% | -2.3% |
| 30D | +5.7% | -11.5% | +17.1% | +5.8% |
| 3M | +6.6% | +7.3% | -0.7% | +6.1% |
| 6M | +7.7% | -11.9% | +19.6% | +8.0% |
| YTD | +36.2% | -11.0% | +47.2% | +36.4% |
| 1Y | +50.5% | -31.8% | +82.2% | +52.5% |
| 3Y | +53.4% | +135.4% | -82.0% | +42.3% |
| 5Y | +254.2% | +176.9% | +77.3% | +213.2% |
| All | +254.2% | +177.9% | +76.2% | +213.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling