+3,722.6%
PANW vs LQD
+42.2%
+3,680.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.6% |
| 7D | +2.0% | -1.1% | +3.1% | +2.7% |
| 30D | -11.8% | -1.1% | -10.7% | -11.2% |
| 3M | +28.6% | -2.3% | +30.9% | +30.7% |
| 6M | +104.4% | -2.9% | +107.3% | +108.6% |
| YTD | +83.8% | -2.3% | +86.1% | +86.8% |
| 1Y | +71.5% | -2.2% | +73.7% | +74.2% |
| 3Y | +172.2% | +14.0% | +158.1% | +151.2% |
| 5Y | +332.2% | -5.8% | +338.0% | +337.1% |
| 10Y | +1,306.4% | +22.2% | +1,284.2% | +1,286.7% |
| All | +3,722.6% | +42.2% | +3,680.4% | +3,665.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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