+32.1%
ORCL vs PANW
+168.2%
-136.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | +10.9% | +2.0% | +8.9% | +10.1% |
| 30D | +7.0% | -13.0% | +20.0% | +12.5% |
| 3M | -21.2% | +28.6% | -49.8% | -30.5% |
| 6M | +7.4% | +103.0% | -95.6% | -21.0% |
| YTD | -16.3% | +81.9% | -98.2% | -35.9% |
| 1Y | -32.3% | +69.6% | -101.9% | -46.8% |
| All | +32.1% | +168.2% | -136.0% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling