+1,060.5%
AXON vs UAL
+97.8%
+962.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.8% | +6.1% | +4.7% |
| 7D | -25.6% | +2.3% | -27.9% | -26.2% |
| 30D | -23.9% | +13.3% | -37.2% | -26.5% |
| 3M | -50.4% | -6.3% | -44.1% | -49.8% |
| 6M | -20.0% | +22.5% | -42.5% | -24.7% |
| YTD | -44.5% | +5.9% | -50.3% | -46.2% |
| 1Y | -44.9% | +24.7% | -69.5% | -48.9% |
| 3Y | +44.7% | +211.6% | -166.9% | 0.0% |
| 5Y | +86.7% | +130.6% | -43.9% | +34.2% |
| 10Y | +1,060.5% | +96.5% | +964.0% | +707.1% |
| All | +1,060.5% | +97.8% | +962.7% | +707.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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