+162.3%
SOXL vs PANW
+320.3%
-158.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.6% | +7.7% |
| 7D | +3.9% | -0.8% | +4.7% | +4.5% |
| 30D | -14.3% | -14.6% | +0.3% | -1.0% |
| 3M | -45.6% | +18.3% | -63.9% | -56.1% |
| 6M | +117.2% | +100.5% | +16.7% | -6.9% |
| YTD | +189.8% | +79.5% | +110.3% | +35.6% |
| 1Y | +317.7% | +66.7% | +251.0% | +119.6% |
| 3Y | +478.6% | +161.2% | +317.4% | +68.2% |
| All | +162.3% | +320.3% | -158.0% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling