+273.2%
PANW vs CP
+25.5%
+247.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | +2.7% | +2.1% | +0.5% | +2.1% |
| 30D | -14.1% | +9.3% | -23.4% | -16.3% |
| 3M | -18.6% | +0.5% | -19.1% | -18.8% |
| 6M | +41.5% | +10.4% | +31.0% | +36.7% |
| YTD | +74.9% | +28.7% | +46.2% | +59.1% |
| 1Y | +57.4% | +33.2% | +24.2% | +41.2% |
| 3Y | +152.1% | +38.4% | +113.7% | +116.9% |
| All | +273.2% | +25.5% | +247.7% | +222.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling