+1,248.2%
PANW vs CPB
-45.3%
+1,293.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | -1.8% | +1.0% | -0.8% |
| 30D | -14.6% | -7.1% | -7.5% | -14.5% |
| 3M | +18.3% | -6.0% | +24.3% | +18.3% |
| 6M | +100.5% | -5.3% | +105.7% | +100.5% |
| YTD | +79.5% | -20.8% | +100.3% | +80.1% |
| 1Y | +66.7% | -33.8% | +100.6% | +67.7% |
| 3Y | +161.2% | -43.7% | +205.0% | +163.0% |
| 5Y | +322.2% | -40.7% | +362.9% | +323.1% |
| All | +1,248.2% | -45.3% | +1,293.5% | +1,231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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