+3,543.8%
PANW vs AXP
+591.6%
+2,952.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -2.0% | -2.9% |
| 7D | +2.5% | -2.1% | +4.7% | +3.5% |
| 30D | -18.7% | +2.7% | -21.4% | -19.7% |
| 3M | -16.6% | -7.3% | -9.4% | -14.3% |
| 6M | +49.7% | +1.8% | +47.9% | +48.0% |
| YTD | +75.2% | -13.1% | +88.2% | +83.9% |
| 1Y | +53.6% | -13.7% | +67.3% | +61.5% |
| 3Y | +154.6% | +113.1% | +41.4% | +81.8% |
| 5Y | +275.8% | +85.9% | +189.8% | +178.7% |
| 10Y | +1,140.9% | +416.7% | +724.2% | +448.5% |
| All | +3,543.8% | +591.6% | +2,952.2% | +1,361.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 all: compounded portfolio wealth divided by compounded AXP 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…
all analysis · Full analysis span regression · 6 months rolling