+956.3%
PANW vs CLBK
+65.6%
+890.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | +2.0% | -1.4% | +3.3% | +2.3% |
| 30D | -11.8% | +4.5% | -16.3% | -12.7% |
| 3M | +28.6% | +22.8% | +5.8% | +22.7% |
| 6M | +104.4% | +43.4% | +61.0% | +88.4% |
| YTD | +83.8% | +64.1% | +19.7% | +64.2% |
| 1Y | +71.5% | +67.6% | +4.0% | +52.1% |
| 3Y | +172.2% | +53.3% | +118.9% | +142.1% |
| 5Y | +332.2% | +44.8% | +287.4% | +267.6% |
| All | +956.3% | +65.6% | +890.7% | +760.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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