+32.7%
ORCL vs AXON
+140.4%
-107.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.2% | +7.3% | +4.2% |
| 7D | +5.3% | -14.2% | +19.4% | +9.6% |
| 30D | +10.0% | -15.4% | +25.4% | +14.0% |
| 3M | -32.6% | +0.5% | -33.1% | -34.0% |
| 6M | +4.9% | -9.5% | +14.4% | +4.6% |
| YTD | -17.8% | -9.2% | -8.5% | -18.9% |
| 1Y | -28.0% | -29.4% | +1.4% | -24.6% |
| All | +32.7% | +140.4% | -107.7% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling