+4,405.5%
PANW vs CDW
+903.1%
+3,502.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.8% |
| 7D | -10.3% | +3.2% | -13.5% | -11.5% |
| 30D | -8.1% | +9.3% | -17.4% | -11.6% |
| 3M | +19.3% | +9.8% | +9.5% | +13.4% |
| 6M | +110.2% | +23.3% | +86.8% | +86.3% |
| YTD | +80.9% | +13.7% | +67.3% | +65.1% |
| 1Y | +73.3% | -6.5% | +79.7% | +71.7% |
| 3Y | +174.6% | -25.2% | +199.8% | +194.4% |
| 5Y | +327.1% | -19.5% | +346.5% | +335.1% |
| 10Y | +1,277.3% | +285.8% | +991.5% | +586.5% |
| All | +4,405.5% | +903.1% | +3,502.4% | +1,738.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling