+77.2%
AXON vs UAL
+109.3%
-32.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.0% | -20.2% | -18.8% |
| 7D | -26.8% | +8.2% | -35.0% | -28.5% |
| 30D | -22.9% | +2.3% | -25.2% | -23.6% |
| 3M | -40.1% | -12.7% | -27.4% | -38.0% |
| 6M | -18.9% | +12.7% | -31.6% | -21.9% |
| YTD | -44.9% | +0.8% | -45.7% | -45.9% |
| 1Y | -46.7% | +17.8% | -64.5% | -49.9% |
| 3Y | +44.3% | +206.7% | -162.4% | -4.7% |
| All | +77.2% | +109.3% | -32.1% | +13.4% |
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