+151.4%
ADBE vs CDE
+61.6%
+89.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.3% |
| 7D | -5.4% | -3.1% | -2.3% | -5.1% |
| 30D | -2.5% | +9.5% | -12.0% | -3.3% |
| 3M | +15.3% | +25.5% | -10.2% | +12.5% |
| 6M | -7.8% | -7.9% | +0.1% | -8.2% |
| YTD | -27.9% | +15.6% | -43.5% | -30.3% |
| 1Y | -28.0% | +34.0% | -62.1% | -32.0% |
| 3Y | -55.3% | +791.9% | -847.2% | -66.9% |
| 5Y | -61.7% | +197.7% | -259.5% | -69.3% |
| All | +151.4% | +61.6% | +89.8% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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