+278.2%
PCAR vs AXON
+1,048.6%
-770.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +3.8% | -27.4% | +31.2% | +7.5% |
| 30D | -2.0% | -28.5% | +26.5% | +1.6% |
| 3M | -19.1% | -49.3% | +30.2% | -13.0% |
| 6M | -6.8% | -25.0% | +18.2% | -5.1% |
| YTD | -2.5% | -46.7% | +44.3% | +2.6% |
| 1Y | +9.7% | -48.3% | +57.9% | +15.7% |
| 3Y | +34.0% | +38.8% | -4.9% | +19.0% |
| 5Y | +113.3% | +77.7% | +35.6% | +78.2% |
| 10Y | +278.2% | +1,028.0% | -749.8% | +138.1% |
| All | +278.2% | +1,048.6% | -770.4% | +138.1% |
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