+164.8%
PANW vs CDW
-30.2%
+195.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.1% |
| 7D | +2.0% | -4.2% | +6.3% | +3.4% |
| 30D | -13.0% | +4.9% | -17.8% | -14.3% |
| 3M | +28.6% | +7.3% | +21.3% | +24.6% |
| 6M | +103.0% | +19.2% | +83.8% | +86.5% |
| YTD | +81.9% | +6.2% | +75.7% | +73.7% |
| 1Y | +69.6% | -14.0% | +83.6% | +76.2% |
| All | +164.8% | -30.2% | +195.0% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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