-28.0%
ORCL vs PANW
+74.0%
-102.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +5.3% | -10.3% | +15.6% | +10.7% |
| 30D | +10.0% | -8.1% | +18.1% | +13.7% |
| 3M | -32.6% | +19.3% | -51.9% | -41.3% |
| 6M | +4.9% | +110.2% | -105.2% | -36.9% |
| YTD | -17.8% | +80.9% | -98.7% | -45.1% |
| 1Y | -28.0% | +73.3% | -101.2% | -49.2% |
| All | -28.0% | +74.0% | -102.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 1y: compounded portfolio wealth divided by compounded PANW 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…
1y analysis · Full analysis span regression · 6 months rolling