+45.3%
XOP vs AXON
-40.7%
+86.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.8% | -8.2% | -6.2% |
| 7D | -10.5% | +0.2% | -10.8% | -10.5% |
| 30D | -4.3% | +3.0% | -7.4% | -4.1% |
| 3M | +4.7% | -30.1% | +34.8% | +2.5% |
| 6M | -0.1% | +7.7% | -7.8% | +1.1% |
| YTD | +43.8% | -25.3% | +69.2% | +42.0% |
| 1Y | +45.3% | -39.9% | +85.2% | +46.3% |
| All | +45.3% | -40.7% | +86.0% | +46.3% |
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