+332.2%
PANW vs COP
+189.0%
+143.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +2.0% | +1.0% | +1.0% | +1.9% |
| 30D | -11.8% | +9.6% | -21.4% | -12.9% |
| 3M | +28.6% | +15.0% | +13.6% | +26.2% |
| 6M | +104.4% | +21.8% | +82.7% | +98.3% |
| YTD | +83.8% | +49.6% | +34.1% | +71.9% |
| 1Y | +71.5% | +49.9% | +21.7% | +60.1% |
| 3Y | +172.2% | +22.6% | +149.6% | +157.8% |
| 5Y | +332.2% | +193.6% | +138.6% | +288.2% |
| All | +332.2% | +189.0% | +143.2% | +288.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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