+293.0%
PCAR vs AXON
+1,278.1%
-985.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.8% | +4.0% |
| 7D | +2.9% | -28.7% | +31.6% | +6.8% |
| 30D | -2.1% | -28.3% | +26.2% | +1.4% |
| 3M | -20.4% | -46.9% | +26.5% | -14.8% |
| 6M | -7.0% | -24.9% | +17.9% | -5.2% |
| YTD | -2.6% | -46.6% | +44.0% | +2.4% |
| 1Y | +9.8% | -49.7% | +59.5% | +16.4% |
| 3Y | +37.3% | +40.6% | -3.3% | +21.5% |
| 5Y | +116.4% | +71.9% | +44.6% | +81.2% |
| 10Y | +293.0% | +1,180.9% | -887.9% | +139.4% |
| All | +293.0% | +1,278.1% | -985.1% | +139.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling