+3,539.1%
PANW vs XLE
+214.5%
+3,324.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.4% |
| 7D | +2.7% | +5.4% | -2.7% | +0.9% |
| 30D | -14.1% | -3.9% | -10.1% | -13.0% |
| 3M | -18.6% | +7.0% | -25.6% | -20.7% |
| 6M | +41.5% | +14.2% | +27.3% | +34.4% |
| YTD | +74.9% | +48.2% | +26.8% | +50.9% |
| 1Y | +57.4% | +47.7% | +9.7% | +35.8% |
| 3Y | +152.1% | +70.0% | +82.1% | +104.4% |
| 5Y | +275.3% | +169.1% | +106.2% | +150.8% |
| 10Y | +1,139.3% | +180.7% | +958.6% | +659.0% |
| All | +3,539.1% | +214.5% | +3,324.6% | +2,126.3% |
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