+332.2%
PANW vs CI
+47.5%
+284.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.0% |
| 7D | +2.0% | -1.3% | +3.3% | +2.0% |
| 30D | -11.8% | +3.1% | -14.9% | -12.0% |
| 3M | +28.6% | -4.5% | +33.1% | +28.9% |
| 6M | +104.4% | +8.3% | +96.2% | +102.4% |
| YTD | +83.8% | +3.8% | +80.0% | +82.5% |
| 1Y | +71.5% | -5.0% | +76.5% | +71.5% |
| 3Y | +172.2% | +5.8% | +166.4% | +162.4% |
| 5Y | +332.2% | +50.6% | +281.6% | +295.3% |
| All | +332.2% | +47.5% | +284.7% | +295.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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