+1,292.3%
PANW vs LDOS
+258.9%
+1,033.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.0% | -4.2% | +6.2% | +3.4% |
| 30D | -13.0% | -7.9% | -5.1% | -10.5% |
| 3M | +28.6% | +4.1% | +24.5% | +26.6% |
| 6M | +103.0% | -28.2% | +131.2% | +125.3% |
| YTD | +81.9% | -28.5% | +110.5% | +100.7% |
| 1Y | +69.6% | -27.7% | +97.3% | +86.1% |
| 3Y | +169.4% | +38.4% | +131.0% | +127.8% |
| 5Y | +331.0% | +38.0% | +293.0% | +259.1% |
| 10Y | +1,292.3% | +262.1% | +1,030.2% | +808.4% |
| All | +1,292.3% | +258.9% | +1,033.3% | +808.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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