+62.2%
PANW vs CB
+34.9%
+27.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | +0.4% |
| 7D | -11.8% | +5.3% | -17.0% | -9.4% |
| 30D | -14.4% | +13.2% | -27.7% | -9.6% |
| 3M | -5.0% | +7.8% | -12.7% | -1.2% |
| 6M | +88.6% | +15.8% | +72.8% | +101.8% |
| YTD | +88.9% | +21.0% | +68.0% | +103.4% |
| 1Y | +62.2% | +32.2% | +30.1% | +83.2% |
| All | +62.2% | +34.9% | +27.4% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling