+62.2%
PANW vs CCJ
-26.2%
+88.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -11.8% | -14.5% | +2.7% | -10.2% |
| 30D | -14.4% | -18.1% | +3.6% | -12.5% |
| 3M | -5.0% | -23.0% | +18.0% | -2.7% |
| 6M | +88.6% | -39.4% | +128.0% | +95.0% |
| YTD | +88.9% | -21.7% | +110.6% | +81.9% |
| 1Y | +62.2% | -25.9% | +88.2% | +58.2% |
| All | +62.2% | -26.2% | +88.4% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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