+36.7%
ORLY vs AXON
+135.7%
-99.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.2% |
| 7D | -2.3% | -2.5% | +0.1% | -2.3% |
| 30D | -8.2% | -11.5% | +3.3% | -7.8% |
| 3M | -3.5% | +7.3% | -10.8% | -3.9% |
| 6M | -9.2% | -11.9% | +2.7% | -9.4% |
| YTD | -5.8% | -11.0% | +5.2% | -6.0% |
| 1Y | -19.3% | -31.8% | +12.5% | -18.9% |
| All | +36.7% | +135.7% | -99.0% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling