+1,280.2%
PANW vs CB
+225.2%
+1,055.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.0% | -2.8% | +4.7% | +2.6% |
| 30D | -11.8% | -2.4% | -9.4% | -11.4% |
| 3M | +28.6% | +2.8% | +25.8% | +27.2% |
| 6M | +104.4% | +4.8% | +99.7% | +101.0% |
| YTD | +83.8% | +9.2% | +74.6% | +78.3% |
| 1Y | +71.5% | +22.8% | +48.7% | +60.7% |
| 3Y | +172.2% | +71.1% | +101.0% | +130.2% |
| 5Y | +332.2% | +101.0% | +231.2% | +246.9% |
| All | +1,280.2% | +225.2% | +1,055.0% | +850.6% |
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