+3,722.6%
PANW vs OXY
+12.3%
+3,710.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +2.0% | +1.4% | +0.6% | +1.7% |
| 30D | -11.8% | +4.0% | -15.8% | -12.4% |
| 3M | +28.6% | +7.6% | +21.0% | +26.6% |
| 6M | +104.4% | +16.2% | +88.2% | +97.9% |
| YTD | +83.8% | +50.8% | +32.9% | +69.5% |
| 1Y | +71.5% | +34.7% | +36.8% | +61.0% |
| 3Y | +172.2% | -1.0% | +173.2% | +165.5% |
| 5Y | +332.2% | +163.2% | +169.0% | +245.8% |
| 10Y | +1,306.4% | +5.5% | +1,300.8% | +1,167.2% |
| All | +3,722.6% | +12.3% | +3,710.3% | +3,215.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling