+1,248.2%
PANW vs CVS
+41.0%
+1,207.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.2% |
| 7D | -0.8% | -2.2% | +1.4% | -0.4% |
| 30D | -14.6% | -0.1% | -14.5% | -14.6% |
| 3M | +18.3% | -5.2% | +23.5% | +19.1% |
| 6M | +100.5% | +26.9% | +73.6% | +91.5% |
| YTD | +79.5% | +22.1% | +57.4% | +71.9% |
| 1Y | +66.7% | +30.8% | +35.9% | +57.3% |
| 3Y | +161.2% | +54.4% | +106.8% | +133.7% |
| 5Y | +322.2% | +33.4% | +288.8% | +288.2% |
| All | +1,248.2% | +41.0% | +1,207.2% | +1,010.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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