+3,722.6%
PANW vs XEL
+309.6%
+3,413.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | +2.0% | -1.2% | +3.2% | +2.2% |
| 30D | -11.8% | -2.9% | -8.9% | -11.4% |
| 3M | +28.6% | -2.7% | +31.3% | +28.9% |
| 6M | +104.4% | -6.5% | +110.9% | +105.9% |
| YTD | +83.8% | +3.6% | +80.1% | +81.4% |
| 1Y | +71.5% | +7.5% | +64.0% | +68.0% |
| 3Y | +172.2% | +46.3% | +125.8% | +148.1% |
| 5Y | +332.2% | +30.5% | +301.7% | +300.8% |
| 10Y | +1,306.4% | +151.4% | +1,155.0% | +1,094.6% |
| All | +3,722.6% | +309.6% | +3,413.0% | +2,613.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling