+332.2%
PANW vs C
+131.6%
+200.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | +2.0% | +0.3% | +1.7% | +1.9% |
| 30D | -11.8% | +2.0% | -13.8% | -12.5% |
| 3M | +28.6% | +4.4% | +24.2% | +26.2% |
| 6M | +104.4% | +28.3% | +76.1% | +85.0% |
| YTD | +83.8% | +20.5% | +63.3% | +69.3% |
| 1Y | +71.5% | +45.5% | +26.0% | +46.2% |
| 3Y | +172.2% | +274.0% | -101.9% | +58.3% |
| 5Y | +332.2% | +136.1% | +196.1% | +175.5% |
| All | +332.2% | +131.6% | +200.6% | +175.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling