+53.2%
PANW vs LUMN
-57.1%
+110.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.5% | +8.0% | +3.2% |
| 7D | -3.9% | -0.4% | -3.5% | -4.0% |
| 30D | -17.2% | -11.9% | -5.3% | -16.2% |
| 3M | -12.9% | -30.3% | +17.4% | -10.2% |
| 6M | +56.5% | -46.6% | +103.2% | +65.2% |
| YTD | +81.6% | -42.7% | +124.3% | +84.7% |
| 1Y | +53.2% | -51.9% | +105.1% | +59.7% |
| All | +53.2% | -57.1% | +110.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 1y: compounded portfolio wealth divided by compounded LUMN 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…
1y analysis · Full analysis span regression · 6 months rolling