+1,248.2%
PANW vs C
+302.1%
+946.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | -14.6% | +0.9% | -15.5% | -14.9% |
| 3M | +18.3% | +1.1% | +17.2% | +17.6% |
| 6M | +100.5% | +28.4% | +72.1% | +84.0% |
| YTD | +79.5% | +20.8% | +58.7% | +67.2% |
| 1Y | +66.7% | +43.4% | +23.3% | +46.4% |
| 3Y | +161.2% | +274.9% | -113.7% | +66.6% |
| 5Y | +322.2% | +136.7% | +185.5% | +204.3% |
| All | +1,248.2% | +302.1% | +946.1% | +696.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling