+50.3%
XOP vs AXON
+1,027.4%
-977.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.3% | +2.1% |
| 7D | +5.2% | -19.7% | +24.9% | +8.4% |
| 30D | -8.4% | -25.7% | +17.3% | -4.6% |
| 3M | +2.9% | -48.8% | +51.7% | +13.2% |
| 6M | +8.8% | -22.0% | +30.8% | +9.6% |
| YTD | +46.9% | -45.9% | +92.8% | +55.4% |
| 1Y | +41.5% | -46.1% | +87.6% | +49.5% |
| 3Y | +43.1% | +40.9% | +2.2% | +17.0% |
| 5Y | +92.2% | +80.2% | +12.0% | +42.5% |
| All | +50.3% | +1,027.4% | -977.2% | -24.5% |
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