+42.6%
XOP vs AXON
+1,278.1%
-1,235.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.4% | +0.7% |
| 7D | -10.0% | -28.7% | +18.7% | -5.6% |
| 30D | -9.1% | -28.3% | +19.2% | -4.8% |
| 3M | +5.1% | -46.9% | +52.0% | +14.7% |
| 6M | +6.4% | -24.9% | +31.3% | +7.8% |
| YTD | +39.7% | -46.6% | +86.3% | +48.0% |
| 1Y | +37.2% | -49.7% | +86.9% | +46.9% |
| 3Y | +37.6% | +40.6% | -2.9% | +12.8% |
| 5Y | +76.5% | +71.9% | +4.6% | +32.7% |
| 10Y | +42.6% | +1,180.9% | -1,138.2% | -26.4% |
| All | +42.6% | +1,278.1% | -1,235.4% | -26.4% |
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 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