+346.9%
ORCL vs AXON
+1,827.7%
-1,480.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.2% | +7.3% | +3.8% |
| 7D | +5.3% | -14.2% | +19.4% | +8.2% |
| 30D | +10.0% | -15.4% | +25.4% | +12.7% |
| 3M | -32.6% | +0.5% | -33.1% | -33.4% |
| 6M | +4.9% | -9.5% | +14.4% | +5.0% |
| YTD | -17.8% | -9.2% | -8.5% | -18.1% |
| 1Y | -28.0% | -29.4% | +1.4% | -25.5% |
| 3Y | +36.0% | +139.4% | -103.4% | +15.4% |
| 5Y | +88.7% | +178.9% | -90.2% | +52.0% |
| All | +346.9% | +1,827.7% | -1,480.8% | +177.6% |
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