+104.3%
CSCO vs AXON
+78.3%
+25.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.9% | +1.5% |
| 7D | +6.6% | -19.7% | +26.3% | +8.6% |
| 30D | -11.3% | -25.7% | +14.4% | -9.0% |
| 3M | -17.3% | -48.8% | +31.5% | -12.4% |
| 6M | +3.5% | -22.0% | +25.5% | +4.4% |
| YTD | +34.9% | -45.9% | +80.8% | +40.2% |
| 1Y | +40.5% | -46.1% | +86.6% | +46.0% |
| 3Y | +109.3% | +40.9% | +68.3% | +85.4% |
| All | +104.3% | +78.3% | +25.9% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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