+3,684.3%
PANW vs JCI
+704.1%
+2,980.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +2.0% | +4.1% | -2.1% | +0.5% |
| 30D | -13.0% | -3.8% | -9.1% | -11.8% |
| 3M | +28.6% | -1.6% | +30.3% | +28.9% |
| 6M | +103.0% | +9.5% | +93.4% | +93.4% |
| YTD | +81.9% | +21.7% | +60.2% | +65.1% |
| 1Y | +69.6% | +37.1% | +32.5% | +46.1% |
| 3Y | +169.4% | +165.2% | +4.3% | +76.5% |
| 5Y | +331.0% | +110.3% | +220.7% | +202.6% |
| 10Y | +1,292.3% | +341.0% | +951.3% | +591.7% |
| All | +3,684.3% | +704.1% | +2,980.2% | +1,439.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling