+3,663.5%
PANW vs AXP
+607.0%
+3,056.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | -10.3% | -2.1% | -8.2% | -9.6% |
| 30D | -8.1% | -6.5% | -1.6% | -5.6% |
| 3M | +19.3% | +4.6% | +14.7% | +17.0% |
| 6M | +110.2% | +5.4% | +104.8% | +105.2% |
| YTD | +80.9% | -11.1% | +92.0% | +88.7% |
| 1Y | +73.3% | -0.3% | +73.6% | +71.5% |
| 3Y | +174.6% | +111.6% | +63.0% | +97.1% |
| 5Y | +327.1% | +117.6% | +209.5% | +198.1% |
| 10Y | +1,277.3% | +474.1% | +803.2% | +478.7% |
| All | +3,663.5% | +607.0% | +3,056.5% | +1,399.6% |
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