+92.7%
XOP vs AXON
+83.1%
+9.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.7% |
| 7D | +6.3% | +0.8% | +5.6% | +6.3% |
| 30D | -6.6% | -22.8% | +16.2% | -5.0% |
| 3M | +3.6% | -48.8% | +52.3% | +8.7% |
| 6M | +10.8% | -16.3% | +27.0% | +9.8% |
| YTD | +48.3% | -44.5% | +92.7% | +52.7% |
| 1Y | +42.9% | -43.4% | +86.3% | +46.7% |
| 3Y | +43.3% | +44.3% | -1.0% | +21.9% |
| All | +92.7% | +83.1% | +9.5% | +45.2% |
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