+155.1%
XOP vs AXON
+179.8%
-24.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | -0.5% |
| 7D | +2.6% | -14.2% | +16.7% | +3.8% |
| 30D | +15.4% | -15.4% | +30.8% | +16.7% |
| 3M | +12.1% | +0.5% | +11.6% | +11.0% |
| 6M | +19.7% | -9.5% | +29.2% | +19.7% |
| YTD | +52.4% | -9.2% | +61.6% | +51.6% |
| 1Y | +47.6% | -29.4% | +76.9% | +51.3% |
| 3Y | +34.4% | +139.4% | -105.0% | +11.3% |
| All | +155.1% | +179.8% | -24.7% | +88.7% |
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