+3,722.6%
PANW vs CVS
+204.6%
+3,518.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +2.0% | -2.0% | +3.9% | +2.4% |
| 30D | -11.8% | +1.9% | -13.7% | -12.3% |
| 3M | +28.6% | -2.2% | +30.8% | +28.8% |
| 6M | +104.4% | +26.7% | +77.7% | +92.8% |
| YTD | +83.8% | +22.9% | +60.9% | +73.5% |
| 1Y | +71.5% | +32.9% | +38.6% | +58.6% |
| 3Y | +172.2% | +62.3% | +109.9% | +132.0% |
| 5Y | +332.2% | +34.2% | +298.0% | +284.6% |
| 10Y | +1,306.4% | +41.8% | +1,264.6% | +1,082.4% |
| All | +3,722.6% | +204.6% | +3,518.0% | +2,277.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling