+88.4%
AXON vs CASY
+266.7%
-178.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.6% |
| 7D | +0.8% | +3.6% | -2.8% | +0.1% |
| 30D | -22.8% | +9.1% | -31.8% | -24.2% |
| 3M | -48.8% | -16.5% | -32.2% | -47.1% |
| 6M | -16.3% | -19.7% | +3.4% | -13.1% |
| YTD | -44.5% | +29.3% | -73.7% | -50.4% |
| 1Y | -43.4% | +33.1% | -76.5% | -50.1% |
| 3Y | +44.3% | +158.5% | -114.3% | -4.0% |
| All | +88.4% | +266.7% | -178.2% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling