+73.3%
PANW vs XLE
+49.3%
+24.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.3% |
| 7D | -10.3% | +2.2% | -12.5% | -10.0% |
| 30D | -8.1% | +11.8% | -19.9% | -6.6% |
| 3M | +19.3% | +9.8% | +9.5% | +22.1% |
| 6M | +110.2% | +15.6% | +94.6% | +113.6% |
| YTD | +80.9% | +45.3% | +35.7% | +83.5% |
| 1Y | +73.3% | +48.3% | +24.9% | +75.1% |
| All | +73.3% | +49.3% | +24.0% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling