+3,343.4%
STX vs PANW
+1,278.8%
+2,064.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.1% |
| 7D | -2.3% | -0.8% | -1.5% | -2.0% |
| 30D | -5.5% | -14.6% | +9.1% | -1.8% |
| 3M | -4.3% | +18.3% | -22.6% | -9.5% |
| 6M | +115.6% | +100.5% | +15.1% | +75.4% |
| YTD | +202.2% | +79.5% | +122.7% | +151.9% |
| 1Y | +325.3% | +66.7% | +258.6% | +261.9% |
| 3Y | +1,283.9% | +161.2% | +1,122.7% | +908.8% |
| 5Y | +1,048.3% | +322.2% | +726.1% | +610.4% |
| All | +3,343.4% | +1,278.8% | +2,064.7% | +1,348.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling