+1,412.6%
PANW vs OKE
+279.2%
+1,133.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +13.0% |
| 7D | +12.2% | +1.6% | +10.6% | +11.8% |
| 30D | -2.7% | +2.1% | -4.8% | -3.2% |
| 3M | +33.7% | +8.3% | +25.4% | +30.8% |
| 6M | +123.9% | +16.3% | +107.6% | +114.1% |
| YTD | +103.0% | +37.0% | +66.1% | +85.7% |
| 1Y | +90.5% | +40.0% | +50.6% | +73.1% |
| 3Y | +204.2% | +64.7% | +139.5% | +163.8% |
| 5Y | +362.8% | +139.5% | +223.2% | +265.4% |
| 10Y | +1,412.6% | +279.8% | +1,132.8% | +941.1% |
| All | +1,412.6% | +279.2% | +1,133.4% | +941.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 10y: compounded portfolio wealth divided by compounded OKE 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…
10y analysis · Full analysis span regression · 6 months rolling