+3,663.5%
PANW vs XLE
+208.3%
+3,455.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -10.3% | +2.2% | -12.5% | -11.0% |
| 30D | -8.1% | +11.8% | -19.9% | -11.5% |
| 3M | +19.3% | +9.8% | +9.5% | +15.3% |
| 6M | +110.2% | +15.6% | +94.6% | +98.6% |
| YTD | +80.9% | +45.3% | +35.7% | +57.5% |
| 1Y | +73.3% | +48.3% | +24.9% | +49.5% |
| 3Y | +174.6% | +55.4% | +119.2% | +130.0% |
| 5Y | +327.1% | +216.1% | +111.0% | +168.1% |
| 10Y | +1,277.3% | +178.4% | +1,098.9% | +745.1% |
| All | +3,663.5% | +208.3% | +3,455.2% | +2,223.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling