+57.4%
PANW vs CB
+28.5%
+28.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | +0.4% |
| 7D | +2.7% | +2.9% | -0.3% | +4.2% |
| 30D | -14.1% | +7.3% | -21.4% | -11.0% |
| 3M | -18.6% | +9.4% | -28.0% | -14.9% |
| 6M | +41.5% | +19.6% | +21.8% | +52.9% |
| YTD | +74.9% | +21.5% | +53.5% | +89.0% |
| 1Y | +57.4% | +28.0% | +29.4% | +74.6% |
| All | +57.4% | +28.5% | +28.8% | +74.6% |
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 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