+327.9%
PANW vs CASY
+231.3%
+96.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -14.2% | +13.7% | +2.4% |
| 7D | +2.0% | -16.5% | +18.5% | +5.7% |
| 30D | -13.0% | -26.4% | +13.4% | -7.5% |
| 3M | +28.6% | -17.3% | +45.9% | +31.7% |
| 6M | +103.0% | -5.2% | +108.2% | +98.5% |
| YTD | +81.9% | +14.1% | +67.8% | +67.3% |
| 1Y | +69.6% | +16.6% | +53.0% | +54.3% |
| 3Y | +169.4% | +163.7% | +5.7% | +79.8% |
| All | +327.9% | +231.3% | +96.6% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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