+3,663.5%
PANW vs CASY
+1,385.1%
+2,278.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -10.3% | +0.1% | -10.4% | -10.3% |
| 30D | -8.1% | -11.3% | +3.2% | -5.4% |
| 3M | +19.3% | -0.6% | +20.0% | +18.0% |
| 6M | +110.2% | +10.7% | +99.5% | +100.7% |
| YTD | +80.9% | +37.1% | +43.8% | +62.2% |
| 1Y | +73.3% | +52.3% | +21.0% | +50.1% |
| 3Y | +174.6% | +215.2% | -40.6% | +89.5% |
| 5Y | +327.1% | +276.5% | +50.6% | +177.3% |
| 10Y | +1,277.3% | +508.4% | +768.9% | +649.4% |
| All | +3,663.5% | +1,385.1% | +2,278.4% | +1,444.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling