+316.7%
PANW vs WCC
+224.0%
+92.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.7% | -6.0% | -3.3% |
| 7D | -0.8% | +1.5% | -2.3% | -1.2% |
| 30D | -14.6% | -2.1% | -12.4% | -14.2% |
| 3M | +18.3% | +3.8% | +14.5% | +16.4% |
| 6M | +100.5% | +35.0% | +65.5% | +81.6% |
| YTD | +79.5% | +46.4% | +33.1% | +57.6% |
| 1Y | +66.7% | +63.0% | +3.7% | +40.9% |
| 3Y | +161.2% | +133.9% | +27.3% | +87.8% |
| All | +316.7% | +224.0% | +92.7% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling