+316.7%
PANW vs JCI
+111.7%
+204.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.6% | -3.1% |
| 7D | -0.8% | +0.7% | -1.5% | -1.1% |
| 30D | -14.6% | -4.4% | -10.1% | -13.3% |
| 3M | +18.3% | +1.7% | +16.6% | +17.1% |
| 6M | +100.5% | +8.8% | +91.7% | +91.6% |
| YTD | +79.5% | +22.6% | +56.9% | +61.9% |
| 1Y | +66.7% | +36.2% | +30.5% | +42.9% |
| 3Y | +161.2% | +168.0% | -6.8% | +66.3% |
| All | +316.7% | +111.7% | +204.9% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 5y: compounded portfolio wealth divided by compounded JCI 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…
5y analysis · Full analysis span regression · 6 months rolling