+161.2%
PANW vs OXY
-1.2%
+162.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -0.8% | +2.8% | -3.6% | -1.0% |
| 30D | -14.6% | +5.5% | -20.0% | -14.9% |
| 3M | +18.3% | +11.3% | +7.0% | +17.6% |
| 6M | +100.5% | +11.6% | +88.9% | +98.2% |
| YTD | +79.5% | +51.6% | +27.9% | +69.4% |
| 1Y | +66.7% | +36.2% | +30.5% | +59.9% |
| 3Y | +161.2% | +1.7% | +159.5% | +147.5% |
| All | +161.2% | -1.2% | +162.4% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 3y: compounded portfolio wealth divided by compounded OXY 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…
3y analysis · Full analysis span regression · 6 months rolling