+3,684.3%
PANW vs XME
+264.4%
+3,419.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | +2.0% | -0.2% | +2.2% | +2.1% |
| 30D | -13.0% | +1.4% | -14.4% | -13.5% |
| 3M | +28.6% | +2.7% | +25.9% | +27.1% |
| 6M | +103.0% | +6.5% | +96.5% | +97.3% |
| YTD | +81.9% | +15.2% | +66.7% | +71.3% |
| 1Y | +69.6% | +43.5% | +26.1% | +48.3% |
| 3Y | +169.4% | +135.9% | +33.6% | +98.4% |
| 5Y | +331.0% | +181.5% | +149.5% | +196.0% |
| 10Y | +1,292.3% | +436.9% | +855.4% | +629.6% |
| All | +3,684.3% | +264.4% | +3,419.9% | +2,241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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