+3,705.5%
PANW vs CPB
+2.9%
+3,702.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | -6.9% | -8.2% | +1.3% | -6.5% |
| 30D | -7.4% | -5.6% | -1.8% | -7.1% |
| 3M | +26.5% | +3.0% | +23.6% | +26.1% |
| 6M | +104.2% | -12.7% | +116.9% | +105.6% |
| YTD | +82.9% | -18.0% | +100.9% | +85.0% |
| 1Y | +70.7% | -31.7% | +102.5% | +74.8% |
| 3Y | +170.9% | -41.0% | +211.9% | +178.4% |
| 5Y | +334.1% | -38.4% | +372.5% | +340.6% |
| 10Y | +1,275.6% | -45.0% | +1,320.6% | +1,302.9% |
| All | +3,705.5% | +2.9% | +3,702.6% | +2,974.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling