+143.0%
AXON vs CASY
+215.7%
-72.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.2% |
| 7D | -14.2% | +0.1% | -14.2% | -14.2% |
| 30D | -15.4% | -11.3% | -4.0% | -14.6% |
| 3M | +0.5% | -0.6% | +1.1% | -0.2% |
| 6M | -9.5% | +10.7% | -20.2% | -12.5% |
| YTD | -9.2% | +37.1% | -46.3% | -16.0% |
| 1Y | -29.4% | +52.3% | -81.7% | -36.4% |
| All | +143.0% | +215.7% | -72.8% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling