+1,248.2%
PANW vs CHD
+126.1%
+1,122.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | -4.5% | +3.7% | -0.1% |
| 30D | -14.6% | -6.7% | -7.8% | -13.7% |
| 3M | +18.3% | -2.7% | +21.0% | +18.6% |
| 6M | +100.5% | -4.9% | +105.4% | +101.5% |
| YTD | +79.5% | +13.3% | +66.2% | +73.8% |
| 1Y | +66.7% | +1.0% | +65.7% | +65.0% |
| 3Y | +161.2% | +1.3% | +159.9% | +156.0% |
| 5Y | +322.2% | +20.8% | +301.4% | +292.0% |
| All | +1,248.2% | +126.1% | +1,122.1% | +979.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling