+3,663.5%
PANW vs LDOS
+833.9%
+2,829.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | -10.3% | -5.4% | -4.9% | -8.6% |
| 30D | -8.1% | +4.9% | -13.0% | -9.4% |
| 3M | +19.3% | +7.2% | +12.2% | +16.3% |
| 6M | +110.2% | -24.2% | +134.4% | +128.5% |
| YTD | +80.9% | -25.8% | +106.7% | +96.5% |
| 1Y | +73.3% | -24.7% | +98.0% | +87.0% |
| 3Y | +174.6% | +39.3% | +135.3% | +135.1% |
| 5Y | +327.1% | +43.3% | +283.7% | +256.8% |
| 10Y | +1,277.3% | +278.6% | +998.7% | +725.4% |
| All | +3,663.5% | +833.9% | +2,829.7% | +1,657.9% |
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