+1,135.8%
PANW vs CB
+250.2%
+885.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.4% |
| 7D | +2.7% | +2.9% | -0.3% | +2.0% |
| 30D | -14.1% | +7.3% | -21.4% | -15.6% |
| 3M | -18.6% | +9.4% | -28.0% | -20.5% |
| 6M | +41.5% | +19.6% | +21.8% | +34.6% |
| YTD | +74.9% | +21.5% | +53.5% | +65.3% |
| 1Y | +57.4% | +28.0% | +29.4% | +46.4% |
| 3Y | +152.1% | +74.9% | +77.2% | +113.0% |
| 5Y | +275.3% | +108.1% | +167.2% | +199.5% |
| All | +1,135.8% | +250.2% | +885.6% | +744.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling