+1,180.9%
AXON vs WCC
+492.1%
+688.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +8.1% | -11.3% | -5.5% |
| 7D | -28.7% | -5.7% | -23.0% | -27.9% |
| 30D | -28.3% | -13.5% | -14.8% | -25.8% |
| 3M | -46.9% | -12.9% | -34.0% | -45.4% |
| 6M | -24.9% | -10.7% | -14.2% | -24.4% |
| YTD | -46.6% | +30.0% | -76.6% | -53.1% |
| 1Y | -49.7% | +24.7% | -74.4% | -55.2% |
| 3Y | +40.6% | +136.6% | -96.0% | -5.3% |
| 5Y | +71.9% | +143.9% | -72.0% | +9.0% |
| 10Y | +1,180.9% | +465.9% | +714.9% | +311.5% |
| All | +1,180.9% | +492.1% | +688.8% | +311.5% |
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