+1,148.5%
PANW vs CSGP
+72.5%
+1,075.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.2% | +4.7% |
| 7D | -5.9% | -1.8% | -4.1% | -5.4% |
| 30D | -21.0% | +5.3% | -26.3% | -23.5% |
| 3M | -9.1% | +3.3% | -12.4% | -12.0% |
| 6M | +59.2% | -4.7% | +63.8% | +56.7% |
| YTD | +79.6% | -53.5% | +133.2% | +129.4% |
| 1Y | +55.9% | -53.7% | +109.6% | +99.1% |
| 3Y | +172.8% | -59.7% | +232.5% | +252.2% |
| 5Y | +287.5% | -62.5% | +350.0% | +396.8% |
| 10Y | +1,148.5% | +67.3% | +1,081.2% | +747.3% |
| All | +1,148.5% | +72.5% | +1,075.9% | +747.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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