+161.2%
PANW vs XEL
+46.5%
+114.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | -0.3% | -0.5% | -0.8% |
| 30D | -14.6% | -3.9% | -10.6% | -14.8% |
| 3M | +18.3% | -2.8% | +21.1% | +18.0% |
| 6M | +100.5% | -5.4% | +105.9% | +99.8% |
| YTD | +79.5% | +3.8% | +75.8% | +78.8% |
| 1Y | +66.7% | +6.8% | +59.9% | +66.1% |
| 3Y | +161.2% | +45.6% | +115.6% | +157.4% |
| All | +161.2% | +46.5% | +114.8% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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