+332.2%
PANW vs CDW
-23.8%
+356.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +0.9% |
| 7D | +2.0% | -7.4% | +9.3% | +5.1% |
| 30D | -11.8% | +5.8% | -17.6% | -13.9% |
| 3M | +28.6% | +10.8% | +17.8% | +21.7% |
| 6M | +104.4% | +21.5% | +83.0% | +81.6% |
| YTD | +83.8% | +6.4% | +77.4% | +72.5% |
| 1Y | +71.5% | -14.8% | +86.3% | +79.0% |
| 3Y | +172.2% | -29.9% | +202.0% | +201.0% |
| 5Y | +332.2% | -22.9% | +355.1% | +331.4% |
| All | +332.2% | -23.8% | +356.0% | +331.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling