+82.5%
XOP vs AXON
+6,196.3%
-6,113.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | +0.1% |
| 7D | +2.6% | -14.2% | +16.7% | +5.9% |
| 30D | +15.4% | -15.4% | +30.8% | +18.8% |
| 3M | +12.1% | +0.5% | +11.6% | +9.5% |
| 6M | +19.7% | -9.5% | +29.2% | +18.0% |
| YTD | +52.4% | -9.2% | +61.6% | +48.2% |
| 1Y | +47.6% | -29.4% | +76.9% | +51.3% |
| 3Y | +34.4% | +139.4% | -105.0% | -4.3% |
| 5Y | +154.4% | +178.9% | -24.5% | +65.4% |
| 10Y | +54.7% | +1,840.8% | -1,786.1% | -47.4% |
| All | +82.5% | +6,196.3% | -6,113.8% | -68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling