+182.3%
AXON vs WCC
+216.1%
-33.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.9% | -8.0% | -5.2% |
| 7D | -14.2% | +4.5% | -18.6% | -15.1% |
| 30D | -15.4% | -5.8% | -9.6% | -14.3% |
| 3M | +0.5% | -3.7% | +4.1% | +0.5% |
| 6M | -9.5% | +23.1% | -32.6% | -16.7% |
| YTD | -9.2% | +44.2% | -53.4% | -20.9% |
| 1Y | -29.4% | +62.1% | -91.5% | -41.0% |
| 3Y | +139.4% | +121.1% | +18.3% | +69.6% |
| All | +182.3% | +216.1% | -33.8% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling