+1,280.2%
PANW vs XLE
+181.6%
+1,098.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | -11.8% | +6.6% | -18.4% | -13.5% |
| 3M | +28.6% | +12.3% | +16.3% | +23.8% |
| 6M | +104.4% | +18.4% | +86.0% | +92.9% |
| YTD | +83.8% | +47.2% | +36.5% | +61.4% |
| 1Y | +71.5% | +50.3% | +21.3% | +49.5% |
| 3Y | +172.2% | +55.3% | +116.9% | +131.9% |
| 5Y | +332.2% | +226.0% | +106.3% | +181.6% |
| All | +1,280.2% | +181.6% | +1,098.5% | +790.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling