+1,248.2%
PANW vs CCJ
+1,065.5%
+182.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.2% |
| 7D | -0.8% | -4.0% | +3.2% | 0.0% |
| 30D | -14.6% | -2.4% | -12.2% | -14.3% |
| 3M | +18.3% | -2.3% | +20.6% | +18.4% |
| 6M | +100.5% | -16.2% | +116.7% | +105.1% |
| YTD | +79.5% | +5.7% | +73.8% | +73.2% |
| 1Y | +66.7% | +21.3% | +45.5% | +54.3% |
| 3Y | +161.2% | +159.4% | +1.8% | +97.2% |
| 5Y | +322.2% | +300.7% | +21.5% | +181.6% |
| All | +1,248.2% | +1,065.5% | +182.7% | +658.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling