+1,304.8%
AXON vs CASY
+553.2%
+751.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.3% | -17.9% | -18.1% |
| 7D | -26.8% | +1.1% | -27.9% | -27.1% |
| 30D | -22.9% | +8.7% | -31.6% | -24.7% |
| 3M | -40.1% | -17.3% | -22.8% | -37.5% |
| 6M | -18.9% | -19.7% | +0.8% | -15.6% |
| YTD | -44.9% | +24.8% | -69.7% | -50.3% |
| 1Y | -46.7% | +31.9% | -78.6% | -52.9% |
| 3Y | +44.3% | +155.4% | -111.1% | -0.6% |
| 5Y | +71.4% | +250.6% | -179.2% | +4.2% |
| All | +1,304.8% | +553.2% | +751.7% | +662.2% |
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