-49.5%
ORCL vs AXON
-40.7%
-8.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.8% | -2.5% |
| 7D | -14.4% | +0.2% | -14.6% | -14.5% |
| 30D | -12.8% | +3.0% | -15.8% | -13.7% |
| 3M | -14.8% | -30.1% | +15.4% | -7.0% |
| 6M | -30.9% | +7.7% | -38.6% | -35.7% |
| YTD | -35.7% | -25.3% | -10.4% | -35.4% |
| 1Y | -49.5% | -39.9% | -9.5% | -48.4% |
| All | -49.5% | -40.7% | -8.8% | -48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling