+1,180.9%
AXON vs CASY
+551.3%
+629.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -28.7% | +3.6% | -32.3% | -29.4% |
| 30D | -28.3% | +7.2% | -35.5% | -29.7% |
| 3M | -46.9% | -16.9% | -30.0% | -44.7% |
| 6M | -24.9% | -19.3% | -5.5% | -21.9% |
| YTD | -46.6% | +25.6% | -72.3% | -52.0% |
| 1Y | -49.7% | +30.2% | -79.8% | -55.3% |
| 3Y | +40.6% | +154.9% | -114.3% | -3.0% |
| 5Y | +71.9% | +252.1% | -180.3% | +4.4% |
| 10Y | +1,180.9% | +535.8% | +645.0% | +558.7% |
| All | +1,180.9% | +551.3% | +629.6% | +558.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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