+42.5%
SOXL vs PANW
+61.7%
-19.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.2% | -8.5% |
| 7D | -37.9% | -11.8% | -26.1% | -33.7% |
| 30D | -59.4% | -14.4% | -45.0% | -56.0% |
| 3M | -52.3% | -5.0% | -47.3% | -50.7% |
| 6M | -47.7% | +88.6% | -136.3% | -57.7% |
| YTD | +58.8% | +88.9% | -30.2% | +38.5% |
| All | +42.5% | +61.7% | -19.2% | +58.8% |
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