+152.5%
ADBE vs CB
+214.7%
-62.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.0% | -2.9% |
| 7D | -10.1% | -0.6% | -9.5% | -9.8% |
| 30D | -3.0% | -3.9% | +0.9% | -1.6% |
| 3M | +5.0% | +4.9% | +0.1% | +3.4% |
| 6M | -9.3% | +3.3% | -12.6% | -10.4% |
| YTD | -26.5% | +8.5% | -35.0% | -28.8% |
| 1Y | -28.3% | +22.1% | -50.3% | -33.5% |
| 3Y | -54.1% | +70.1% | -124.2% | -62.9% |
| 5Y | -61.2% | +97.4% | -158.6% | -70.7% |
| 10Y | +152.5% | +216.8% | -64.3% | +57.5% |
| All | +152.5% | +214.7% | -62.2% | +57.5% |
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