+478.6%
SOXL vs PANW
+164.6%
+314.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.6% | +7.3% |
| 7D | +3.9% | -0.8% | +4.7% | +4.4% |
| 30D | -14.3% | -14.6% | +0.3% | -2.8% |
| 3M | -45.6% | +18.3% | -63.9% | -54.4% |
| 6M | +117.2% | +100.5% | +16.7% | +7.1% |
| YTD | +189.8% | +79.5% | +110.3% | +55.3% |
| 1Y | +317.7% | +66.7% | +251.0% | +150.0% |
| 3Y | +478.6% | +161.2% | +317.4% | +104.8% |
| All | +478.6% | +164.6% | +314.0% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling