+132.9%
ADBE vs C
+216.7%
-83.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -3.2% | +4.7% | -7.9% | -4.7% |
| 30D | +1.0% | +0.2% | +0.8% | +0.7% |
| 3M | -7.8% | -9.3% | +1.5% | -5.2% |
| 6M | -1.0% | -0.8% | -0.1% | -1.9% |
| YTD | -31.8% | +8.5% | -40.4% | -35.2% |
| 1Y | -29.2% | +23.1% | -52.3% | -35.7% |
| 3Y | -60.1% | +220.8% | -280.8% | -74.9% |
| 5Y | -63.7% | +112.4% | -176.1% | -74.0% |
| All | +132.9% | +216.7% | -83.8% | +43.9% |
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