+1,092.8%
STX vs PANW
+327.4%
+765.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.9% |
| 7D | +8.0% | +2.0% | +6.0% | +7.4% |
| 30D | +5.1% | -11.8% | +16.9% | +8.3% |
| 3M | +5.8% | +28.6% | -22.8% | -2.3% |
| 6M | +124.9% | +104.4% | +20.5% | +81.2% |
| YTD | +213.9% | +83.8% | +130.1% | +159.2% |
| 1Y | +350.4% | +71.5% | +278.9% | +279.5% |
| 3Y | +1,314.2% | +172.2% | +1,142.1% | +908.3% |
| 5Y | +1,092.8% | +332.2% | +760.6% | +634.5% |
| All | +1,092.8% | +327.4% | +765.4% | +634.5% |
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