+1,060.5%
AXON vs WCC
+453.1%
+607.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.3% | +0.9% | +3.3% |
| 7D | -25.6% | +3.3% | -29.0% | -26.5% |
| 30D | -23.9% | -9.4% | -14.5% | -22.3% |
| 3M | -50.4% | -10.5% | -39.9% | -49.4% |
| 6M | -20.0% | -10.4% | -9.6% | -19.4% |
| YTD | -44.5% | +34.4% | -78.9% | -51.6% |
| 1Y | -44.9% | +27.7% | -72.5% | -51.1% |
| 3Y | +44.7% | +137.9% | -93.2% | -1.9% |
| 5Y | +86.7% | +147.0% | -60.3% | +18.9% |
| 10Y | +1,060.5% | +442.5% | +618.0% | +328.2% |
| All | +1,060.5% | +453.1% | +607.4% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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