+331.0%
PANW vs CSX
+63.3%
+267.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.2% |
| 30D | -13.0% | -3.2% | -9.7% | -12.0% |
| 3M | +28.6% | +2.6% | +26.0% | +27.2% |
| 6M | +103.0% | +19.8% | +83.1% | +88.0% |
| YTD | +81.9% | +34.7% | +47.3% | +59.6% |
| 1Y | +69.6% | +52.1% | +17.5% | +40.6% |
| 3Y | +169.4% | +68.4% | +101.0% | +106.3% |
| 5Y | +331.0% | +65.1% | +265.9% | +239.8% |
| All | +331.0% | +63.3% | +267.7% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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