+35.1%
XOP vs AXON
+140.4%
-105.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | -0.7% |
| 7D | +2.6% | -14.2% | +16.7% | +3.2% |
| 30D | +15.4% | -15.4% | +30.8% | +16.2% |
| 3M | +12.1% | +0.5% | +11.6% | +11.4% |
| 6M | +19.7% | -9.5% | +29.2% | +20.2% |
| YTD | +52.4% | -9.2% | +61.6% | +52.5% |
| 1Y | +47.6% | -29.4% | +76.9% | +51.8% |
| All | +35.1% | +140.4% | -105.3% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling