+82.4%
ORCL vs PANW
+327.4%
-245.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.0% | -6.4% | -5.7% |
| 7D | -0.7% | +2.0% | -2.7% | -1.4% |
| 30D | +5.1% | -11.8% | +16.9% | +9.1% |
| 3M | -23.7% | +28.6% | -52.3% | -31.1% |
| 6M | +3.1% | +104.4% | -101.3% | -20.0% |
| YTD | -20.8% | +83.8% | -104.5% | -36.5% |
| 1Y | -52.9% | +71.5% | -124.4% | -61.4% |
| 3Y | +25.4% | +172.2% | -146.7% | -11.7% |
| 5Y | +82.4% | +332.2% | -249.8% | +13.9% |
| All | +82.4% | +327.4% | -245.0% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling