+161.2%
PANW vs CPB
-43.0%
+204.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | -1.8% | +1.0% | -0.9% |
| 30D | -14.6% | -7.1% | -7.5% | -15.0% |
| 3M | +18.3% | -6.0% | +24.3% | +17.8% |
| 6M | +100.5% | -5.3% | +105.7% | +100.2% |
| YTD | +79.5% | -20.8% | +100.3% | +77.3% |
| 1Y | +66.7% | -33.8% | +100.6% | +62.1% |
| 3Y | +161.2% | -43.7% | +205.0% | +162.3% |
| All | +161.2% | -43.0% | +204.3% | +162.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling