+246.0%
ORCL vs AXON
+1,048.6%
-802.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -6.5% | -27.4% | +20.9% | -1.2% |
| 30D | -16.6% | -28.5% | +11.9% | -11.6% |
| 3M | -21.6% | -49.3% | +27.7% | -11.9% |
| 6M | -39.4% | -25.0% | -14.3% | -37.2% |
| YTD | -38.7% | -46.7% | +8.1% | -33.0% |
| 1Y | -50.4% | -48.3% | -2.1% | -45.5% |
| 3Y | +8.1% | +38.8% | -30.7% | +0.6% |
| 5Y | +34.5% | +77.7% | -43.2% | +17.3% |
| 10Y | +246.0% | +1,028.0% | -782.0% | +134.9% |
| All | +246.0% | +1,048.6% | -802.6% | +134.9% |
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