+1,180.9%
AXON vs EXPD
+334.2%
+846.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -4.3% |
| 7D | -28.7% | -5.5% | -23.3% | -26.9% |
| 30D | -28.3% | -1.9% | -26.4% | -27.6% |
| 3M | -46.9% | +6.1% | -53.0% | -48.3% |
| 6M | -24.9% | +21.6% | -46.5% | -31.4% |
| YTD | -46.6% | +27.9% | -74.5% | -53.2% |
| 1Y | -49.7% | +39.4% | -89.1% | -57.7% |
| 3Y | +40.6% | +72.7% | -32.1% | +1.9% |
| 5Y | +71.9% | +60.3% | +11.6% | +26.8% |
| 10Y | +1,180.9% | +332.6% | +848.3% | +469.8% |
| All | +1,180.9% | +334.2% | +846.7% | +469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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