+1,874.2%
AXON vs WCC
+498.7%
+1,375.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.9% | -8.0% | -5.3% |
| 7D | -14.2% | +4.5% | -18.6% | -15.3% |
| 30D | -15.4% | -5.8% | -9.6% | -14.1% |
| 3M | +0.5% | -3.7% | +4.1% | +0.4% |
| 6M | -9.5% | +23.1% | -32.6% | -17.5% |
| YTD | -9.2% | +44.2% | -53.4% | -21.8% |
| 1Y | -29.4% | +62.1% | -91.5% | -41.9% |
| 3Y | +139.4% | +121.1% | +18.3% | +67.1% |
| 5Y | +178.9% | +214.0% | -35.1% | +63.9% |
| All | +1,874.2% | +498.7% | +1,375.5% | +609.1% |
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