+47.6%
PANW vs CDE
+3.1%
+44.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.3% | -9.9% | -9.6% |
| 7D | -17.3% | +4.2% | -21.5% | -17.6% |
| 30D | -25.1% | -14.8% | -10.3% | -24.2% |
| 3M | -13.2% | -16.1% | +2.8% | -13.0% |
| 6M | +71.0% | -14.5% | +85.5% | +70.2% |
| YTD | +70.8% | -17.9% | +88.7% | +62.0% |
| 1Y | +47.6% | +3.2% | +44.4% | +32.4% |
| All | +47.6% | +3.1% | +44.5% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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