-50.4%
ORCL vs AXON
-50.5%
+0.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -6.5% | -27.4% | +20.9% | +1.5% |
| 30D | -16.6% | -28.5% | +11.9% | -9.1% |
| 3M | -21.6% | -49.3% | +27.7% | -6.3% |
| 6M | -39.4% | -25.0% | -14.3% | -38.2% |
| YTD | -38.7% | -46.7% | +8.1% | -32.1% |
| 1Y | -50.4% | -48.3% | -2.1% | -42.7% |
| All | -50.4% | -50.5% | +0.2% | -42.7% |
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 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