+273.2%
PANW vs CDW
-4.0%
+277.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.1% |
| 7D | +2.7% | +9.3% | -6.7% | -0.9% |
| 30D | -14.1% | +14.4% | -28.4% | -18.7% |
| 3M | -18.6% | +21.4% | -40.0% | -25.5% |
| 6M | +41.5% | +72.8% | -31.3% | +9.8% |
| YTD | +74.9% | +28.0% | +46.9% | +50.9% |
| 1Y | +57.4% | +19.3% | +38.0% | +40.6% |
| 3Y | +152.1% | -15.3% | +167.4% | +156.6% |
| All | +273.2% | -4.0% | +277.2% | +235.5% |
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