-57.7%
ADBE vs CB
+71.5%
-129.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.4% |
| 7D | -4.4% | +0.2% | -4.6% | -4.4% |
| 30D | +2.8% | +9.1% | -6.3% | +0.3% |
| 3M | -8.0% | +3.4% | -11.5% | -9.0% |
| 6M | -4.3% | +14.1% | -18.4% | -7.0% |
| YTD | -31.6% | +18.0% | -49.6% | -34.3% |
| 1Y | -26.9% | +30.1% | -57.0% | -31.2% |
| 3Y | -57.7% | +71.8% | -129.5% | -64.3% |
| All | -57.7% | +71.5% | -129.2% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling