+3,539.1%
PANW vs CSX
+776.2%
+2,762.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.1% |
| 7D | +2.7% | +6.0% | -3.3% | +0.5% |
| 30D | -14.1% | +7.8% | -21.9% | -16.5% |
| 3M | -18.6% | +4.1% | -22.7% | -19.9% |
| 6M | +41.5% | +17.9% | +23.6% | +32.6% |
| YTD | +74.9% | +44.9% | +30.0% | +50.2% |
| 1Y | +57.4% | +51.1% | +6.2% | +32.9% |
| 3Y | +152.1% | +78.3% | +73.8% | +96.4% |
| 5Y | +275.3% | +58.1% | +217.2% | +203.2% |
| 10Y | +1,139.3% | +417.9% | +721.4% | +511.1% |
| All | +3,539.1% | +776.2% | +2,762.9% | +1,272.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling