+357.4%
SOXL vs PANW
+74.0%
+283.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.5% | +9.6% |
| 7D | +5.3% | -10.3% | +15.7% | +12.5% |
| 30D | -11.2% | -8.1% | -3.1% | -7.2% |
| 3M | -55.4% | +19.3% | -74.7% | -59.7% |
| 6M | +107.1% | +110.2% | -3.0% | +35.0% |
| YTD | +179.0% | +80.9% | +98.1% | +116.0% |
| 1Y | +357.4% | +73.3% | +284.1% | +347.8% |
| All | +357.4% | +74.0% | +283.4% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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