+3,663.5%
PANW vs CVE
+36.9%
+3,626.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | -10.3% | +2.5% | -12.8% | -10.7% |
| 30D | -8.1% | +16.7% | -24.8% | -10.3% |
| 3M | +19.3% | +9.3% | +10.1% | +17.3% |
| 6M | +110.2% | +43.6% | +66.6% | +96.9% |
| YTD | +80.9% | +93.6% | -12.7% | +60.8% |
| 1Y | +73.3% | +98.8% | -25.5% | +53.1% |
| 3Y | +174.6% | +73.6% | +101.0% | +143.6% |
| 5Y | +327.1% | +312.5% | +14.6% | +220.3% |
| 10Y | +1,277.3% | +161.0% | +1,116.3% | +869.5% |
| All | +3,663.5% | +36.9% | +3,626.7% | +2,910.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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