+295.0%
PCAR vs AXON
+1,109.0%
-814.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.3% | -1.8% | +1.9% |
| 7D | +2.2% | -25.6% | +27.8% | +5.5% |
| 30D | +0.3% | -23.9% | +24.2% | +3.2% |
| 3M | -17.9% | -50.4% | +32.5% | -11.5% |
| 6M | -3.4% | -20.0% | +16.6% | -2.3% |
| YTD | -0.1% | -44.5% | +44.4% | +4.6% |
| 1Y | +13.4% | -44.9% | +58.3% | +18.8% |
| 3Y | +37.2% | +44.7% | -7.5% | +21.3% |
| 5Y | +117.3% | +86.7% | +30.7% | +80.4% |
| 10Y | +295.0% | +1,060.5% | -765.5% | +148.3% |
| All | +295.0% | +1,109.0% | -814.0% | +148.3% |
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