+52.6%
XOM vs PANW
+61.3%
-8.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.7% |
| 7D | -7.0% | -11.8% | +4.8% | -7.9% |
| 30D | +3.2% | -14.4% | +17.6% | +2.0% |
| 3M | +10.7% | -5.0% | +15.7% | +10.5% |
| 6M | +11.6% | +88.6% | -77.0% | +19.8% |
| YTD | +43.5% | +88.9% | -45.5% | +54.1% |
| 1Y | +52.6% | +62.2% | -9.6% | +67.5% |
| All | +52.6% | +61.3% | -8.7% | +67.5% |
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 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