+117.6%
ORLY vs AXON
+176.2%
-58.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.1% |
| 7D | -2.3% | -2.5% | +0.1% | -2.2% |
| 30D | -8.2% | -11.5% | +3.3% | -7.5% |
| 3M | -3.5% | +7.3% | -10.8% | -4.4% |
| 6M | -9.2% | -11.9% | +2.7% | -9.2% |
| YTD | -5.8% | -11.0% | +5.2% | -6.0% |
| 1Y | -19.3% | -31.8% | +12.5% | -18.0% |
| 3Y | +34.4% | +135.4% | -101.0% | +16.1% |
| All | +117.6% | +176.2% | -58.6% | +73.6% |
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