+1,135.8%
PANW vs CP
+257.3%
+878.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | +2.7% | +2.1% | +0.5% | +1.9% |
| 30D | -14.1% | +9.3% | -23.4% | -17.0% |
| 3M | -18.6% | +0.5% | -19.1% | -18.9% |
| 6M | +41.5% | +10.4% | +31.0% | +35.3% |
| YTD | +74.9% | +28.7% | +46.2% | +55.4% |
| 1Y | +57.4% | +33.2% | +24.2% | +37.7% |
| 3Y | +152.1% | +38.4% | +113.7% | +111.9% |
| 5Y | +275.3% | +26.2% | +249.1% | +222.7% |
| All | +1,135.8% | +257.3% | +878.5% | +568.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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