+331.0%
PANW vs CB
+98.0%
+233.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | -13.0% | -3.1% | -9.9% | -12.5% |
| 3M | +28.6% | +4.2% | +24.5% | +26.9% |
| 6M | +103.0% | +4.7% | +98.3% | +99.9% |
| YTD | +81.9% | +8.8% | +73.1% | +77.0% |
| 1Y | +69.6% | +22.6% | +47.0% | +59.3% |
| 3Y | +169.4% | +70.6% | +98.8% | +125.7% |
| 5Y | +331.0% | +99.4% | +231.6% | +247.5% |
| All | +331.0% | +98.0% | +233.0% | +247.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling