+237.8%
XOM vs PANW
+3,497.3%
-3,259.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | +4.1% | -0.8% | +4.9% | +4.2% |
| 30D | +4.6% | -14.6% | +19.1% | +6.0% |
| 3M | +14.0% | +18.3% | -4.3% | +11.4% |
| 6M | +11.0% | +100.5% | -89.5% | +1.9% |
| YTD | +40.7% | +79.5% | -38.8% | +30.6% |
| 1Y | +52.3% | +66.7% | -14.4% | +42.4% |
| 3Y | +60.5% | +161.2% | -100.8% | +38.3% |
| 5Y | +266.4% | +322.2% | -55.8% | +188.0% |
| 10Y | +194.4% | +1,273.8% | -1,079.4% | +91.5% |
| All | +237.8% | +3,497.3% | -3,259.4% | +102.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling