+29.8%
ORCL vs AXON
+105.6%
-75.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -9.8% | +2.9% | -4.5% |
| 7D | -17.5% | -12.7% | -4.8% | -14.7% |
| 30D | -20.2% | -8.6% | -11.5% | -18.5% |
| 3M | -19.9% | -37.2% | +17.3% | -11.4% |
| 6M | -37.4% | +0.5% | -37.9% | -39.0% |
| YTD | -40.1% | -32.6% | -7.5% | -36.5% |
| 1Y | -53.4% | -40.2% | -13.2% | -49.3% |
| 3Y | +10.4% | +76.1% | -65.7% | -4.4% |
| 5Y | +29.8% | +109.5% | -79.7% | +2.7% |
| All | +29.8% | +105.6% | -75.8% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling