+332.2%
PANW vs LDOS
+43.9%
+288.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -10.3% | -5.4% | -4.9% | -8.9% |
| 30D | -8.1% | +4.9% | -13.0% | -9.1% |
| 3M | +19.3% | +7.2% | +12.2% | +17.3% |
| 6M | +110.2% | -24.2% | +134.4% | +126.8% |
| YTD | +80.9% | -25.8% | +106.7% | +95.2% |
| 1Y | +73.3% | -24.7% | +98.0% | +86.0% |
| 3Y | +174.6% | +39.3% | +135.3% | +136.5% |
| All | +332.2% | +43.9% | +288.3% | +267.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling