-18.6%
ORLY vs AXON
-35.0%
+16.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | -2.1% | -11.0% | +8.9% | -1.8% |
| 30D | -7.6% | -24.7% | +17.1% | -6.9% |
| 3M | -5.5% | +7.0% | -12.5% | -5.7% |
| 6M | -9.7% | -9.6% | -0.1% | -10.6% |
| YTD | -6.2% | -15.7% | +9.4% | -7.3% |
| 1Y | -18.6% | -35.9% | +17.3% | -21.1% |
| All | -18.6% | -35.0% | +16.4% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling