+332.2%
PANW vs CPB
-40.6%
+372.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.3% | +0.7% |
| 7D | +2.0% | -5.4% | +7.4% | +1.6% |
| 30D | -11.8% | -7.8% | -4.0% | -12.2% |
| 3M | +28.6% | -6.9% | +35.5% | +28.1% |
| 6M | +104.4% | -12.2% | +116.6% | +103.4% |
| YTD | +83.8% | -21.1% | +104.8% | +82.1% |
| 1Y | +71.5% | -33.5% | +105.0% | +68.3% |
| 3Y | +172.2% | -43.2% | +215.3% | +165.3% |
| 5Y | +332.2% | -40.9% | +373.1% | +344.0% |
| All | +332.2% | -40.6% | +372.8% | +344.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling