-25.4%
ORCL vs AXTX
-90.7%
+65.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +38.5% | -29.7% | +5.1% |
| 7D | +3.8% | -15.5% | +19.3% | +3.3% |
| 30D | -6.6% | -56.6% | +50.0% | -2.8% |
| 3M | -11.4% | -76.6% | +65.2% | -6.7% |
| 6M | -33.3% | -96.4% | +63.1% | -29.6% |
| All | -25.4% | -90.7% | +65.4% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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