+172.3%
PCAR vs AXON
+179.8%
-7.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | +0.6% |
| 7D | -0.5% | -14.2% | +13.6% | +0.9% |
| 30D | -6.2% | -15.4% | +9.2% | -5.0% |
| 3M | +5.9% | +0.5% | +5.4% | +5.2% |
| 6M | +0.4% | -9.5% | +9.9% | +0.6% |
| YTD | +14.8% | -9.2% | +24.0% | +14.6% |
| 1Y | +30.1% | -29.4% | +59.5% | +33.3% |
| 3Y | +66.7% | +139.4% | -72.8% | +38.5% |
| All | +172.3% | +179.8% | -7.6% | +105.3% |
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 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