+9,521.7%
ORLY vs AXON
+61,949.9%
-52,428.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +0.9% |
| 7D | -1.9% | -25.6% | +23.7% | +0.5% |
| 30D | +4.5% | -23.9% | +28.4% | +6.8% |
| 3M | -2.2% | -50.4% | +48.2% | +3.8% |
| 6M | -0.9% | -20.0% | +19.1% | +0.1% |
| YTD | -0.7% | -44.5% | +43.7% | +2.9% |
| 1Y | -8.7% | -44.9% | +36.1% | -5.4% |
| 3Y | +37.7% | +44.7% | -7.0% | +27.0% |
| 5Y | +110.5% | +86.7% | +23.8% | +85.9% |
| 10Y | +416.8% | +1,060.5% | -643.7% | +266.7% |
| All | +9,521.7% | +61,949.9% | -52,428.2% | +5,249.0% |
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