+30.6%
ORCL vs AXON
+71.5%
-40.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -18.2% | +19.0% | +5.1% |
| 7D | -11.2% | -26.8% | +15.7% | -4.8% |
| 30D | -18.8% | -22.9% | +4.1% | -14.2% |
| 3M | -18.8% | -40.1% | +21.3% | -9.4% |
| 6M | -39.7% | -18.9% | -20.9% | -38.5% |
| YTD | -39.6% | -44.9% | +5.3% | -33.2% |
| 1Y | -51.7% | -46.7% | -5.1% | -46.2% |
| 3Y | +10.2% | +44.3% | -34.1% | -0.6% |
| All | +30.6% | +71.5% | -40.9% | +7.5% |
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