+3,684.3%
PANW vs VLO
+2,670.5%
+1,013.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | +2.0% | +6.2% | -4.2% | +0.7% |
| 30D | -13.0% | +23.5% | -36.5% | -16.8% |
| 3M | +28.6% | +53.9% | -25.2% | +17.4% |
| 6M | +103.0% | +81.7% | +21.3% | +78.1% |
| YTD | +81.9% | +142.5% | -60.5% | +49.8% |
| 1Y | +69.6% | +145.4% | -75.8% | +39.0% |
| 3Y | +169.4% | +197.3% | -27.9% | +107.5% |
| 5Y | +331.0% | +614.6% | -283.6% | +164.7% |
| 10Y | +1,292.3% | +938.9% | +353.4% | +611.8% |
| All | +3,684.3% | +2,670.5% | +1,013.8% | +1,884.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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