+244.8%
ORCL vs AXON
+1,304.2%
-1,059.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -18.2% | +19.0% | +4.2% |
| 7D | -11.2% | -26.8% | +15.7% | -6.3% |
| 30D | -18.8% | -22.9% | +4.1% | -15.2% |
| 3M | -18.8% | -40.1% | +21.3% | -11.6% |
| 6M | -39.7% | -18.9% | -20.9% | -38.5% |
| YTD | -39.6% | -44.9% | +5.3% | -34.5% |
| 1Y | -51.7% | -46.7% | -5.1% | -47.4% |
| 3Y | +10.2% | +44.3% | -34.1% | +2.0% |
| 5Y | +30.8% | +71.4% | -40.5% | +14.6% |
| All | +244.8% | +1,304.2% | -1,059.4% | +134.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling