+161.2%
PANW vs CDE
+807.6%
-646.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.4% |
| 7D | -0.8% | -3.1% | +2.3% | -0.6% |
| 30D | -14.6% | +9.5% | -24.0% | -15.3% |
| 3M | +18.3% | +25.5% | -7.2% | +15.6% |
| 6M | +100.5% | -7.9% | +108.4% | +99.5% |
| YTD | +79.5% | +15.6% | +64.0% | +74.4% |
| 1Y | +66.7% | +34.0% | +32.7% | +59.2% |
| 3Y | +161.2% | +791.9% | -630.7% | +124.3% |
| All | +161.2% | +807.6% | -646.4% | +124.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling