+3,539.1%
PANW vs CB
+598.7%
+2,940.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.4% |
| 7D | +2.7% | +2.9% | -0.3% | +1.8% |
| 30D | -14.1% | +7.3% | -21.4% | -16.0% |
| 3M | -18.6% | +9.4% | -28.0% | -21.0% |
| 6M | +41.5% | +19.6% | +21.8% | +32.9% |
| YTD | +74.9% | +21.5% | +53.5% | +63.0% |
| 1Y | +57.4% | +28.0% | +29.4% | +43.9% |
| 3Y | +152.1% | +74.9% | +77.2% | +104.9% |
| 5Y | +275.3% | +108.1% | +167.2% | +184.0% |
| 10Y | +1,139.3% | +251.8% | +887.5% | +600.9% |
| All | +3,539.1% | +598.7% | +2,940.4% | +1,330.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling