+152.5%
ADBE vs C
+289.2%
-136.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.2% |
| 7D | -10.1% | +3.2% | -13.2% | -11.0% |
| 30D | -3.0% | +1.3% | -4.3% | -3.5% |
| 3M | +5.0% | +3.1% | +1.9% | +3.2% |
| 6M | -9.3% | +29.6% | -38.9% | -18.0% |
| YTD | -26.5% | +19.0% | -45.4% | -31.9% |
| 1Y | -28.3% | +45.6% | -73.9% | -38.3% |
| 3Y | -54.1% | +269.3% | -323.4% | -72.4% |
| 5Y | -61.2% | +131.6% | -192.8% | -72.9% |
| 10Y | +152.5% | +286.5% | -134.0% | +43.3% |
| All | +152.5% | +289.2% | -136.7% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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