+1,093.2%
ORCL vs AXON
+101,343.3%
-100,250.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.2% | +7.3% | +3.6% |
| 7D | +5.3% | -14.2% | +19.4% | +7.3% |
| 30D | +10.0% | -15.4% | +25.4% | +11.9% |
| 3M | -32.6% | +0.5% | -33.1% | -33.1% |
| 6M | +4.9% | -9.5% | +14.4% | +5.2% |
| YTD | -17.8% | -9.2% | -8.5% | -17.8% |
| 1Y | -28.0% | -29.4% | +1.4% | -25.9% |
| 3Y | +36.0% | +139.4% | -103.4% | +19.7% |
| 5Y | +88.7% | +178.9% | -90.2% | +59.9% |
| 10Y | +346.9% | +1,840.8% | -1,493.9% | +189.2% |
| All | +1,093.2% | +101,343.3% | -100,250.2% | +445.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling