+132.9%
ADBE vs CB
+246.5%
-113.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -3.2% | 0.0% | -3.2% | -3.2% |
| 30D | +1.0% | +7.4% | -6.4% | -1.6% |
| 3M | -7.8% | +8.6% | -16.4% | -10.5% |
| 6M | -1.0% | +16.1% | -17.1% | -6.1% |
| YTD | -31.8% | +20.2% | -52.0% | -36.3% |
| 1Y | -29.2% | +27.2% | -56.4% | -35.2% |
| 3Y | -60.1% | +72.7% | -132.7% | -67.8% |
| 5Y | -63.7% | +105.9% | -169.7% | -72.9% |
| All | +132.9% | +246.5% | -113.6% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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