+3,444.2%
PANW vs LDOS
+834.3%
+2,609.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.5% |
| 7D | -14.2% | -7.2% | -7.0% | -12.3% |
| 30D | -22.6% | +16.8% | -39.5% | -26.6% |
| 3M | -12.7% | -1.6% | -11.1% | -12.4% |
| 6M | +70.9% | -1.0% | +71.8% | +69.8% |
| YTD | +70.4% | -25.8% | +96.1% | +84.5% |
| 1Y | +48.5% | -31.1% | +79.6% | +64.9% |
| 3Y | +164.8% | +32.8% | +132.0% | +130.2% |
| 5Y | +281.4% | +49.4% | +232.0% | +213.7% |
| 10Y | +1,172.3% | +253.9% | +918.4% | +677.2% |
| All | +3,444.2% | +834.3% | +2,609.9% | +1,550.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling