+88.4%
AXON vs UAL
+117.7%
-29.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.5% | +3.2% |
| 7D | +0.8% | -3.0% | +3.8% | +1.4% |
| 30D | -22.8% | +10.5% | -33.2% | -25.2% |
| 3M | -48.8% | -13.5% | -35.3% | -46.9% |
| 6M | -16.3% | +14.2% | -30.5% | -19.9% |
| YTD | -44.5% | -2.2% | -42.2% | -45.1% |
| 1Y | -43.4% | +12.5% | -55.9% | -46.2% |
| 3Y | +44.3% | +186.8% | -142.6% | -3.0% |
| All | +88.4% | +117.7% | -29.3% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling