+331.0%
PANW vs CP
+30.0%
+301.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +2.0% | +0.6% | +1.4% | +1.8% |
| 30D | -13.0% | -0.5% | -12.5% | -12.9% |
| 3M | +28.6% | +0.1% | +28.6% | +28.3% |
| 6M | +103.0% | +7.8% | +95.2% | +97.0% |
| YTD | +81.9% | +22.9% | +59.1% | +68.0% |
| 1Y | +69.6% | +21.3% | +48.3% | +57.1% |
| 3Y | +169.4% | +20.4% | +149.1% | +144.7% |
| 5Y | +331.0% | +34.9% | +296.1% | +280.5% |
| All | +331.0% | +30.0% | +301.0% | +280.5% |
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