+161.2%
PANW vs CTVA
+74.2%
+87.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.3% |
| 7D | -0.8% | -4.5% | +3.7% | -0.6% |
| 30D | -14.6% | +11.3% | -25.9% | -15.4% |
| 3M | +18.3% | +12.3% | +6.0% | +16.4% |
| 6M | +100.5% | +7.2% | +93.3% | +98.0% |
| YTD | +79.5% | +26.0% | +53.5% | +73.4% |
| 1Y | +66.7% | +16.0% | +50.7% | +62.7% |
| 3Y | +161.2% | +73.9% | +87.3% | +145.7% |
| All | +161.2% | +74.2% | +87.0% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 3y: compounded portfolio wealth divided by compounded CTVA 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…
3y analysis · Full analysis span regression · 6 months rolling