+112,002.2%
AXON vs CASY
+7,581.0%
+104,421.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | -14.2% | +0.1% | -14.2% | -14.2% |
| 30D | -15.4% | -11.3% | -4.0% | -12.1% |
| 3M | +0.5% | -0.6% | +1.1% | -1.2% |
| 6M | -9.5% | +10.7% | -20.2% | -15.0% |
| YTD | -9.2% | +37.1% | -46.3% | -21.2% |
| 1Y | -29.4% | +52.3% | -81.7% | -41.3% |
| 3Y | +139.4% | +215.2% | -75.8% | +48.6% |
| 5Y | +178.9% | +276.5% | -97.6% | +60.4% |
| 10Y | +1,840.8% | +508.4% | +1,332.4% | +789.3% |
| All | +112,002.2% | +7,581.0% | +104,421.2% | +21,673.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling